Investmaster Partners With Fyntel
Investmaster Group Limited, a London-based supplier of integrated systems for wealth managers and institutional brokers, has announced a partnership with Dublin-based Fyntel, a global provider of expert CRM software. The Fyntel Fyntelligence financial planning solution is an important component of Investmaster's recently launched Investmaster Wealth Relationship Management platform (Investmaster WRM). The Fyntelligence solution is designed exclusively to enable providers of financial services to build customer relationships. It makes use of a 'fact find' to identify clients' current and planned financial expectations, maps long-term cash flow forecast based upon the proposed investment plan and meets all compliance and regulatory requirements. It also allows users to capture extensive client information, such as assets, liabilities, investment goals and priorities.
"By offering this as part of Investmaster's WRM platform we are creating a product suite that will allow investment managers to better understand and meet the needs of their clients," said Simon Tizard, strategic development director of Investmaster, in a press release. "We believe that our partnership with Fyntel will also provide us with the knowledge and tools required to extend our customer base within the IFA and private banking sectors."