FORCe - A Powerful Solution for the whole Financial Planning Business

FORCe planning system was created as an answer to the growing demand in the market place for a simple yet powerful tool which covers all areas of the financial planning process, for financial advisers and their support staff.

For the Financial Advisers

FORCe Desktop works from a client relationship management viewpoint and allows for easy storage, retrieval and reporting of client data and documents on your desktop.  Information is stored against the single client record for efficient sharing between the adviser, assistant and perhaps support other users such as para-planners.  

Client data only needs to be entered once for use throughout the system, as FORCe is highly integrated  especially when producing projections, creating strategies, modelling, and generating advice documents.  

The centralised system means you can take advantage of data integration from external suppliers so that ongoing client management is easy.  Platform and price feeds means client portfolios are readily updated and of course all review reports, file notes and communications can be generated and stored with ease for ongoing review.  

For the Planning Business

FORCe recognises that the business end of financial planning is backed up by dealer group operations. 

Practice management, information distribution, approved product lists, investment parameters, adviser authorisation, Client Fact Find, Risk Profiling, SoA and other templates,  training and compliance are just some of the key support tasks that can be managed through FORCe. 

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