Innovative Software Solutions Since Practice and Client Management Software Solutions for Financial Advisor Professionals.

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1 Innovative Software Solutions Since 1985 Practice and Client Management Software Solutions for Financial Advisor Professionals

2 Transform your business with WealthTrack Solutions Relay WealthTrack Relay has been developing software solutions for the financial services industry since the company was established in Relay WealthTrack is a suite of business management products for supporting financial professionals and helping businesses increase their revenue and run more efficiently. With all the tools needed to streamline administration processes, more focus can be given to clients, lead generation and sales tracking. Simplified compliance tracking also ensures that regulatory requirements are met, and client relationships can be enhanced by accurate fact finds, effective CRM and document management. Practice management can benefit from comprehensive reporting and time monitoring features for fee justification and invoicing. Transform your business with the increased control and visibility that Relay WealthTrack provides. Contents Introduction Relay WealthTrack Relay ifactfind Relay WealthTrack Mobile Relay equote

3 Overview Relay WeathTrack is a comprehensive software solution that provides financial professionals with all the tools they need to manage their client relationships more efficiently and effectively. Easy to use and offering complete visibility over your business WealthTrack provides; A client centred process that measures lead generation, sales pipeline management, fact finding, client management, productivity and revenue generation Full CRM Capability (sales and marketing management, activities, tasks, policy management) Comprehensive management reporting (sales pipeline, client fact find, time management, financial reports) Simplified compliance tracking Desktop and mobile versions available Improve operational efficiency and maximise profitability Fast and easy to use workflow speeds up and streamlines administration processes saving Reduce admin costs by switching to a paperless office. both time and money whilst allowing more billable time. Mobile and cloud access means WealthTrack is available anywhere at any time. Snapshot view of each client and products with all data contained in a single page. WealthTrack is used by; Life and pension practitioners Financial Advisor Professionals - QFA, CFP Direct Sales Team Advisers and Managers Administration Staff Accounts Staff Compliance Officers Enhance visibility and control over your business WealthTrack provides complete visibility and control over sales, clients, staff productivity and fees or commissions. The built-in suite of reports produces the information you need to take control, monitor performance and make informed Real time performance can be easily monitored. management decisions to transform your business. Strengthen client relationships Ensures seamless client management and increased customer satisfaction as each member of staff can access all accurate, realtime client data. Our comprehensive fact find helps you identify your clients needs and generate more sales opportunities. Supports business compliance Be confident that your business is meeting ever changing regulatory requirements with WealthTrack s built in compliance checklists. Minimise risk, protect your business with clear record keeping & reporting and robust audit trails that maximise compliance. 4 5

4 Key Features SALES & PIPELINE MANAGEMENT FACTFIND TARGETED MARKETING Manage and track client communication, tasks, activities and time spent working on the client file Complete and SMS message integration Fully integrated, easy to use and quick to capture fact find manager Integrated risk profiler Needs analysis DOCUMENT MANAGEMENT Powerful client segmentation and interactive marketing campaigns , SMS & mail merge Integrated document scanning Client documents available instantly from a single repository Template letter library (reasons why letters, etc) POWERFUL MANAGEMENT REPORTING Essential MIS for sales polices and commissions reconciliation AUTOMATIC POLICY UPDATES Partnerships with all major life offices to regularly update policy values updates with policy changes DESKTOP & MOBILE APPS COMMISSION MANAGER Access WealthTrack mobile online & anywhere from your device with a system that is available 24/7 Manage sales commissions and payment schedule with ease Full reporting for commission reconciliation TIME RECORDING & BILLING REGULATORY COMPLIANCE SECURE CLOUD STORAGE Per minute billing and invoice production to justify fees or commissions Clear record keeping, reporting and audtit trails to support regulatory compliance Fully integrated secure online storage for all client documents Client has choice of on-premise or cloud options Learn 6 Reduce underwriting time 7

5 Key Features RISK PROFILING TOOL Risk responses can be captured and results instantly displayed. TAKE A DIGITAL MEETING/CALL Meeting or call notes can be taken and synced back to the server in seconds. Note taking with digital handwriting SECURE All data is held securely and encrypted on the device before being transmitted to a secure cloud server. As soon as you sync to our servers the information is permanently removed from the ipad DOCUMENT & SIGNATURE CAPTURE Integrated AML Document capture, signing and certifying with secure, crisp digital signature capture. The client will receive an immediate once the client has signed the Terms of Business on the screen SUITABILITY STATEMENT BUILDER Drag and drop recommendations, customised to suit each product type OFFLINE MODE All data, signatures, client notes and photos are stored securely offline until adviser is ready to sync them Overview ifactfind is an ipad app is customised specifically for the financial advisory industry to enable them to carry out a secure and fast fact find on their clients. The app allows the advisor to download a client, then create a new fact find or edit and add to existing client details (online & offline), carry out a fact find, capture risk responses, signatures & documents and other data which can then be securely synced back to our servers in seconds. Benefits Enhanced Customer service with fast, secure and effortless client data capture Time and cost saving with digital signature capture and document management Client data is held in a secure environment Learn 8 9

6 Enable your staff to drive sales and provide an outstanding customer experience with WealthTrack Mobile. Advisors can stay connected to clients and their information when out of the office and can manage contacts, activities & sales pipeline anywhere, anytime. Manage client engagement and onboarding by using tools that help advisors strengthen relationships. Fast and instant access to prospects, activities and policy information Update prospect information on the go Stay connected to clients anywhere, anytime Improve profitability and operational efficiency Whether you want to offer quote only, quote and buy or complete web self-service facilities, Relay equote is a perfect solution offering seamless integration with Relay WealthTrack. Create an online presence to trade your products and manage customer relationships more effectively via Relay WealthTrack Quick Quote solutions for Mortgage Protection, Life Insurance, Serious Illness and Income Protection Integrated with Relay WealthTrack to provide faster and more efficient leads management equote is fully managed and supported by Relay and can be deployed quickly within your existing website. Our top clients using the equote product coupled with effective outbound sales have enjoyed significant growth in their client base. Learn

7 Developing intermediary software solutions since SALES AND DEVELOPMENT The Gas Office 12 Cromac Quay Belfast BT7 2JD CUSTOMER SERVICES 4 Harbourmaster Place International Financial Services Centre Dublin 1 Ireland, D01 K6X5 T: +44 (0) F: +44 (0) E: info@relay.ie T: +353 (0) F: +353 (0) E: support@relay.ie WEALTHTRACK Unit 26 Block 3 Northwood Court, Northwood Business Campus, Santry, Dublin 9, Ireland, D09 P0K5 T: +353 (0) E: wealthtrack@relay.ie DEVELOPMENT CENTRE Relay Software Ltd Unit 8A, Galway Technology Centre Mervue Business Park Galway Ireland T: +353 (0) E: Galway@relay.ie