Professional services for introducers and intermediaries
“Real time valuations” & New business tracking
financialfutures obtains the majority of its business from professional introducers and client referrals. It is therefore very important that clients and their professional advisers are able to monitor the business transacted with us at all times and we have invested heavily in technology to enable this.
Although some new business does come from new clients via this website, the main purpose of the website is to act as a business “financial hub” for our existing clients and professional introducers. This website provides very useful resources, information and tools, but most importantly, it provides the ability for clients and their nominated professional advisers to access investment and pension portfolio details, to obtain fund holdings breakdowns and instant valuations, all online. Clients are also able to directly update their personal information to ensure that our records are always completely up to date; enabling us to take account of changing circumstances and needs.
We have installed two innovative information technology systems that are specifically designed to be used by and to assist our accountant and solicitor introducers;