Financial CRM & Fee Statement Systems – For financial organisations

FEATURES

This subscription based, client relation management system lets you capture all the client detail you need in one handy place. Tailored to suit your business, your advisors, introducers and your clients, this easy to use system offers a whole host of features including:

ClIENT DATABASE

Build up your client database capturing only the information you need to run your business.

REMINDERS

Set up as many reminders as required to make sure you don’t forget to call on certain dates.

NOTES/STATUS

Keep notes of all calls or meetings for a client or a product that you sell. Monitor the status of a product through to sale.

MAIL

Set up templates for emails and send directly from the system to a filtered list of clients based on criteria that you use.

Imagine finding precious extra days in your working month…Introducing e-fast…

...a subscription based, online solution that saves you day of admin by simply and quickly collating all your monthly information into a report that each of your advisors can instantly view and print online.

Touch of a button reporting, developed by Financial Advisors for Financial Advisors,…

This easy to use, bespoke system is all about saving you time, increasing accuracy and generally making your life easier. With no additional software needed and full training and ongoing support provided, you can be up and running in a flash. And, with subscriptions from only £60 per month, it won’t cost you the earth.

3 easy steps
1. Import your electronic monthly statements
2. Add any manual data
3. Click a button & generate your Advisor Fee Statements

About

Save days each month with bespoke e-fast CRM and Advisor Free Statement systems

Developed by financial advisors for financial advisors

Whether you’re looking for an easy to use CRM system that’s tailored to your business needs, you llke the idea of produing Advisor Fee statement reports at the touch of a button or you want to combine the two, e-fast can help. .

Combining years of IT expertise with the insight and knowlegde of experienced financial advisors, e-fast systems are incredibly reliable and user friendly. And, because every business is slightly different, your systems are developed to provide exactly what you need and suit the way you work.

Testimonials

“e-fast saves me days of admin every month, so I can now spend more time concentrating on increasing business.”

Peter Williams, Simply Finance Group Ltd.

“From an advisors view, e-fast is easy to access, easy to understand and means I have the fee information earlier in the month”

Sonia, Foxall Financial Solutions

“Statements are produced much quicker than previously, therefore payments too!”

Donna, Melrose Mortgage Solutions

Get in touch

To find out more about e-fast for your business, please get in touch