Our holistic approach ensures solutions with the highest standards of financial planning quality, reliability, security and confidentiality.
• Comprehensive Holistic Financial Planning Tools addressing a client’s financial positions at death, disability and retirement.
• Full Risk Profiling based on asset allocation models and Basic Estate Duty & Income Tax Calculations are offered.
• Employee Benefits Management
• Practise Management Tools ie. Assets under management , Fee tracking & commission tracking per client and Institution
• Information Library
• Where appropriate licences are available MoneyMate Data can be directly integrated into user defined reports
• eFinX strives to fully comply with FICA & FAIS legislation with the integration of set requirements into the client management system.
The Financial Planning software can be used to
• Implement initial financial proposals and/or
• provide financial management reports to existing clients.
The software package will enable and empower financial planners to provide sound financial advice and make recommendations to a client on which he can make responsible and informed decisions. It also provides a reporting mechanism based on the individual financial planner’s views/assumptions, to report accurately on fund and asset growth movements, and make performance comparisons with relevant market indices on a regular basis.
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