Fiducian upgrades FORCe software
Fiducian has upgraded its FORCe financial planning software it says will improve efficiency in a fee-for-service era.
The interface of the latest version of FORCe — Fiducian Online Resource Centre — has been redesigned to provide a “highly intuitive experience for users” and in some cases will improve productivity by more than 50 per cent, asserted Fiducian head of IT, Alan Dunne.
“Advisers were amazed at the speed and simplicity of the system, which we believe is a quantum jump from the standards most advisers accept today in our industry,” he said.
Dunne stated that the latest version may be a “saviour from a stricter regulatory regime”, adding that when it comes to yearly reviews, it frees an adviser to spend quality time with their clients.
Fiducian hopes that the new Workflow features would assist advisers to push efficiency and quality through standardised processes.
“We expect that the new Workflow features along with existing CRM [customer relationship management] functionality to become key tools for advisers as they define their services and value in the fee-for-service era,” said Dunne.
Fiducian has also introduced an integrated straight through processing functionality into the new version, which connects FORCe with the online transaction engine of Fiducian’s wrap and superwrap platforms.
AUTHOR
Caroline Munro
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