The financial needs analysis application that turns compliance into business opportunities!
REPman FNA is a front-office software deploying Windows Graphical User Interface (GUI).
REPman FNA is designed to collect all customer data to produce an individual or joint financial needs analysis. The needs of survivors (life), the living benefits (disability, critical illness, long-term care) and retirement needs are addressed. Refinancing module is also available for the advisors to offer solutions for reconciliation or mortgage refinancing.
One of its distinctive functional characteristic is the fact that it can be used online or offline from theadvisor’s laptop. The advisor can enter in REPman ABF data for analysis even if Internet access is limited or nonexistent.
REPman FNA enables printing of Financial Needs Analysis whose length can vary from 2 to 76 pages. To do this, simply check the desired sections by the client before printing.
The layout is customizable. You can set the print format to include colors, logos and images presentation. In addition, the software provides several predefined templates with themes such as “Retired couple”, “Young Family”, etc.
REPman FNA is available for $39/month
- $39/month 1GB included
- Adjustment $1 for each additional 1GB/month
You can choose the plan that suits your needs and the method of payment you want when you first run the software. You first need to download the installer. Then, if you do not have a REPman passport, you will be prompted to create your profile. Once your profile is created, you can choose the package that suits your needs.
REPman’s needs analysis: your partner to make a good impression and instigate trust during your first meeting.
You not only have the duty, but also the responsibility to secure your clients’ confidential information.
Compliance is a mix of processes and common sense!
No Internet available at your client……REPman’s needs analysis module works off line!