RepConnect
iPad / Finance
Description:
PIAS' RepConnect is a robust and simple-to-use financial planning app designed for PIAS Financial Adviser Representatives (FARs).
This comprehensive end-to-end iPad application makes it easy and effective for FARs to conduct fact find with clients, upload supporting documents electronically and submit for supervisor’s review. For Singlife proposals, the information provided in the RepConnect are prepopulated and FARs can submit proposals directly to Singlife for processing.
Key features:
Easy submission of your client’s Financial Planner via the app without the need for hard copies
Personalised dashboard overview of your existing client’s cases
User-friendly interface for client case management with on-the-go document submission feature
Comprehensive features for uploading necessary documents electronically
Advocates safe handling of client information
Requirements for use:
Apple iPad with iOS 11.0 (or higher) installed
WIFI or 3G/4G data connection
Only advisers and supervisors who are existing users of the Singlife Online portal are able to log in and use this app.
Quoi de neuf dans la dernière version ?
Bug fixes and performance improvements.
