Key Features
- Supports a wide range of product types including retail, wholesale, wrap accounts, master, super and pension funds
- Complete business rule validation of every application
- Handles a full set of transaction types (initial applications, additional contributions, redemptions and switches) and payment methods
- Integrated electronic signature technology for paperless processing
- No technical skills required for PDS and business rule maintenance
- Provides an easy to use Online Application Wizard
- Can be re-branded to reflect your corporate web site standards
- Application status tracking allows you to send customised comments and requirements to advisers
- Offer document (PDS) roll (lock out) feature ensures only the most up to date forms and documents are used
- Online document repository lets you cost effectively distribute fund documents, forms and marketing information
- Investments can be placed by percentage (profile), dollar, or combination
- Intelligent error messaging to provide adviser feedback
- Advisers can find, edit and save incomplete activities
- Para-planners are able to store incomplete applications visible only to the adviser
- Status confirmations are emailed to keep advisers up to date with any change to the application
- All data transmitted to the FundClick website is encrypted with 128 bit SSL security
- Tamperproof locking ability for applications
- Flexible XML and PDF outputs for middle and back end system workflow integration
