Key Benefits
- Better Adviser Engagement. FundClick makes your products easier to do business with and differentiates your products from your competition through market-leading online functionality.
- No More Re-Keying Information. An open interface (SwimEC) standard allows applications to be pre-filled from any source - including your own web site or financial planning software - dramatically cutting down on re-keying of customer and investment information.
- Low Risk. FundClick is a proven application that can be implemented in a matter of weeks rather than typical software development lifecycles measured in months. Projects and ongoing costs can be budgeted with 100% confidence.
- Designed with your customers in mind. FundClick applications can be saved incomplete at any time and finished later. The easy to follow Online Application Wizard guides users through the process of completing online applications.
- Zero Maintenance. FundClick is a fully hosted application that lets you break free of the vicious cycle of software maintenance, hardware upgrades and constantly changing infrastructure. Service levels are contractually guaranteed.
- Back-Office Integration. Your customers can enjoy a seamless user experience that is tightly integrated with your back-office systems and which aligns with your existing website look and feel.
