ADVISOR LOGIN WEBSITE

Transcription

1 A Guide to BCP s ADVISOR LOGIN WEBSITE crm.bcp.ie BCP SERVING INVESTORS FOR OVER 45 YEARS invest@bcp.ie

2 LOGIN Secure Login- requires your pre-assigned username, your chosen password and three digits from your unique pin. Both the password and pin are created at the registration stage. We recommend that you do not save or store your password or pin. Once logged-in, you will be brought to the Advisor Login Website Homepage. STEP 1 Click here to login STEP 2 Unique password and pin number ensures enhanced security Press to reveal characters typed PAGE 2

3 HOMEPAGE A GUIDE TO BCP S ADVISOR LOGIN WEBSITE CRM.BCP.IE This page contains a similar layout to our main website homepage which is designed to ensure ease of navigation, however our new advisor homepage also contains some added features. Details on upcoming BCP events for your diary. Full details on all BCP Products and Contracts, including documents which are not currently available outside of the Advisor Login Website. Several quick links to the client data section of the website, this includes links to specific areas of information and also to the client management dashboard. Contains quick links to key contacts and client information. Client Dashboardlinks to your BCP Clients Details Details on upcoming BCP Events Contact Details Quick links to key client information areas and business opportunities PAGE 3

4 CLIENT DASHBOARD Contains key overview data on all new bonds in which you have clients, upcoming maturities and previously maturing bonds. This provides you with a full business planning tool. By clicking the View button for any bond, you will be able to access a more detailed view on your overall totals within that bond and your individual clients who are investing in the bond. PAGE 4

5 Provides details on a bond by bond basis of the number of clients you have investing and includes bookings, part processed cases and completed investments. This tool will help ensure all clients (both new business and reinvestments) are completed before the closing dates. By clicking the View button for any bond, you can access a more detailed view on your overall totals within that particular bond and also identify the individual clients and the current status of their application. Summary view means you can quickly identify the total bookings per bond and the total funds received. Provides full details on upcoming maturities, which allows for forward business planning and client meetings. It reflects bonds in which you have maturing clients to ensure the information is specific and relevant to you. Clicking View will bring you to a more detailed breakdown of your clients who are maturing in the bond. Provides access to all matured bonds in which you have had clients maturing. Summary view shows number of matured clients, total maturity value and the total not allocated- which is a new business opportunity for you. By clicking View it will allow you to access the same level of maturity information as you would see in the Maturing Bonds section. PAGE 5

6 NEW BUSINESS PIPELINES Contains details on all your individual clients investments in the relevant bond including quick links to their booking through either the booking number or Client Investment Details. Allows you to view the total number of clients held in a bond along with total bookings and funds actually received. Multiple filters for client data available. Source of business included NEW BUSINESS CLIENT PROPOSAL Clicking into a specific account will allow you to: View even more details on individual clients investments. View a section indicating whether the investment is broker complete or if further action is required. View notes on whether there are outstanding items. Use an advisor notes feature, allowing you to add in notes to each individual investment which only you can view. Key note for brokers PAGE 6 Allows advisor to add notes to client bookings screens. Only the advisor can see these notes

7 Shows breakdown of where funds went at maturity MATURING BONDS Contains details on all your individual clients investments in the relevant bond including quick links to their booking through either the booking number or Client Investment Details. Allows you to view the total number of clients held in a bond along with total bookings and funds actually received. Multiple filters for client data available. Information available to you in advance of the maturity to allow you to forward business plan. Key details on correspondence New business opportunity PAGE 7

8 MATURED BONDS Provides updated information on whether instruction has been received from your client. Provides you with details of investments or date returned to client. Provides details on bonds reinvested into Provides details on funds returned to client PAGE 8

9 CLIENT SEARCH When entering the client search area, you will note that there are multiple search options available to you. Depending on your chosen search method the system will identify the relevant matches and you can click on full details to enter into the client account. PAGE 9

10 CLIENT DETAILS DEMONSTRATION The client information available is broken down into several headings all of which are identified through a tab at the top of the page. The client account section allows you to access current valuations and transaction information along with acting as a quick link to any new business pipelines and maturity information specific to that client. Quick link to business planning tools specific to the individual client Full information on the client s investments PAGE 10

11 CLIENT DETAILS DEMONSTRATION Access all information about your clients current investments Access transactions on your clients investments PAGE 11

12 BCP Asset Management Limited 71 Upper Leeson Street, Dublin 4, Ireland Tel: (01) Fax (01) Web: BCP Asset Management Limited, trading as BCP, is regulated by the Central Bank of Ireland. Registered in Ireland number 92930, registered office 71 Upper Leeson Street, Dublin 4, Ireland. VAT number IE F