As i-map x is a Web based system there is no need for long and complex installations of software. Getting started couldn't be easier!
Broker / Advisor Compliance:-
- Produce and store all documentation against each case
- Full audit trails for case processing
- Produce IDD, suitability letters
- Validate Fact Find in preparation for product sourcing
- Integration with Trigold for Sourcing
Compliance / AR Management :-
- See all advisors and every case that they are dealing with
- Auto grade level of compliance for each case, advisor or firm - Red, Amber or Green
- Immediate access to all cases, documents, audit trails for every case
- Suggest and monitor remedial activity
- New business register
- Comprehensive analysis and reports
Please take a look at our compliance manual to see how i-map x meets your needs.