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
