Provisio Server

Overview

Provisio Server overview

With the calculation power of the desktop version in an enterprise-ready architecture, Provisio Server allows you to extend Provisio beyond the adviser's screen and out to the world.

Provisio Server is well-suited for:

  • Providing web-based advice
  • Leveraging client data from existing systems (e.g. planning, administration, CRM) for use in Provisio
  • Incorporating Provisio's calculations into other business processes - from generating Excel spreadsheets to producing personalised mailouts to your clients to inform them of financial possibilities in implementing a particular strategy.

Think of it as having the power of Provisio available to any business system or process that can take advantage of it!

Features

  • Easily customisable web-based solution to integrate seamlessly with existing sites
  • Web-based solution integrated with call-centre so advisers can leverage off information provided by the members
  • Integrates with administration and other back office systems
  • Existing clients able to deliver a Statement of Advice within 15 minutes from initial contact with the member