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New system helps you act on RDR

As part of our ongoing development process, Screen Business will soon to be launching a new service that can improve client communication whilst addressing RDR and improving internal efficiency.

We are already well known for our Client Reporting Online, which provides integration with databases and back office systems to enable clients to access to their portfolio valuations, and this will take it a step further.

This secure client communication area will enable clients to:

• Authorise fund switch recommendations online, with transactional status and audit trail
• Communicate with their consultant with the comfort of full encryption security
• Complete an online customer services questionnaire
• View both personalised and generic documents from their consultant
• Link directly to their Portfolio Valuations (even if it's not managed by Screen Business)
• Access further applications such as charting and analysis tools

There will also be a mobile option, to keep your clients updated on the move.

For more detailed information and to register for a demo when it becomes available, pleace contact us.

Private Finance website

Private Finance provides first class independent mortgage advice for high net worth clients. The new website was intended to project a more professional and modern image than the previous version, and also provide visitors with more features for education and online servicing. The latest .NET Content Management System is integrated to enable fast updating of any of the pages.

With Web 2.0 in full swing, the new site will constantly be developed to embrace technology that enables more clients and prospects to engage with Private Finance for real benefit.

Behind the website, staff have access to documentation and other material that they would otherwise need to be in the office to access. As such, the website also performs as an extranet internal business tool. 

Visit www.privatefinance.co.uk

SIPP switching online

Our new online SIPP service enables clients to manage their SIPP online, seamlessly integrated with their adviser's website.

The success of our fully branded fund supermarkets, linked in with Cofunds, has enables us to extend our offering to include the functionality available via SippCentre. This link-up between AJ Bell and Cofunds gives the capability for a fast deployment so we can get you up an running in a matter of weeks.

Giving control to your clients can add considerable client-retention value whilst also saving you time and administrative costs.

Contact us to find out more.

(Updated 07 August 2009)