Get closer to your clients needs, and keep on working.

IntraForte is software that consolidates and automates portfolio management for financial advisers, to increase the level of service they can provide to their clients, and to better understand their needs, while lowering risk and maintaining minimal overhead.

Features include:

• A single view that encompasses the relationship with any customer, including all history, documents, manual and automated reports, emails and all related contacts.
• Lowering the workload involved in maintaining personal relationships with mid-level and high net worth clients.
• Customer relationship management and reporting workbench specifically designed for the financial advisory industry.
• The software also has a full business audit capability to allow a full view of any client and all communications to date - all from one place.
• Easy for advisers to automate reporting to their key clients as far as is possible.
• Allows collaboration with para-planners and other adviser support personnel.
• Reporting and audit: All history regarding transactions, unit (or share) prices and exchange rates is recorded. Detailed reporting over any date or period can be easily generated for any number of clients - who will all receive individualised reports, with rich graphics and customisations.
• IntraForte has an integrated portfolio designer that walks advisers through building or re-weighting a clients portfolio, then automatically generating the document for them.
• In addition to this, it allows financial advisers to maintain their own asset sectors, client risk types, performance formulae, model asset allocations, asset allocation method amount formula, taxes and deductions, insurances, policies, model portfolios and more.
• IntraForte has an 'expertise sharing engine' built in, so that financial advisers can share any part of the customisations they make to their system, to any level within their organisation - its as easy as emailing a single small file to deploy across an organisation if required
• Integrates all product offerings from financial institutions in real-time and allows putting the offers to any group of selected clients.
• Very easy deployment, automatic updates, fully remote 1st line support, client-server or standalone versions, automatic data synchronisation and recovery.

Intranel is currently only offering IntraForte to selected organisations only. If you are interested in finding out more about IntraForte, or to arrange for a demonstration, please contact us.