Forté CRM Professional Released!

I have now been using Forte for about 8 months and have found it to be an excellent product. I have previously used ACT for my CRM functions but have found Forte CRM to be much more flexible. In particular I find the ability to link contacts and clients to a number of levels extremely useful.

The ability to create document templates enables me to maintain client communications in a very systematic and orderly fashion. For example, I have templates ranging from acknowledging phone calls and requests for information, to standard letters for all my reporting and client communication requirements. The time savings in typing alone is significant. The system also records all activity and provides an extremely effective audit trail which assists in meeting my compliance requirements.

The standard review document template which forms part of the package enables quick and efficient reporting to clients on their portfolios.

Overall I find Forte AWB to be a very cost effective CRM system with the added benefit of also providing portfolio reporting functions.

Fritz J be Boer CFP
Director
Argyle Financial Services Ltd

IFS have been using the Forte Adviser Work Bench software since February 2006. We have used software from FAB for many years, and always found them to be responsive to our needs, and a good partner in assisting IFS in gaining business benefit from technology.

IFS are a progressive Nationwide financial services company with the head office in Takapuna and advisers through out New Zealand. At IFS all our clients business is centrally processed at our head office in Takapuna, so this creates a need to be able to share and work with advisers and their clients financial information whether it be cash management, mortgage, insurance and/or portfolio information wherever people are, and whenever they need access. After investigating various options, IFS chose Forte as the only effective and affordable solution that enabled full data capture, as well as the ability to work anywhere, anytime, giving us one view of the client.

The client management features of Forte have been a massive advancement from our previous solutions. Emails, documents and notes are automatically centralised for compliance and management, while advisers also have reciprocal access to see all the administration that is happening with their clients.

We have recently combined with Tablet PC’s for some of our team and the resulting efficiencies have been very impressive. Conversations and meetings are recorded with ease. The fact find is done on the tablet, signed off and then stored in Forte for access by the adviser, compliance and their Paraplanner. The plan is then prepared and is easily accessible by the adviser. Earlier correspondence with the client can also be viewed during meetings.

It has improved staff and adviser efficiency, information and compliance, as well as vastly improving management information and business analysis.

I strongly recommend Forte as a CRM solution for Financial Advisory firms, whether they be single or multiple offices.

Jamie Coltman CFP
Financial Adviser
Integrate FS Limited

NZIJ Financial Services Limited has been using Forte Advisor Workbench since November 2005.

We have used software from FAB Software Limited since 1998 and have great trust in their team.

Forte AWB stands out as a tool that provides considerable efficiencies in the areas of maintaining client information for financial advisers.

When preparing reports and letters for clients, automatic filiing of these documents and all correspondence has enabled our team to focus on servicing the clients while fulfilling our need to have an audit trail of all activity.

The combination of very strong relationship management with portfolio monitoring and management mean we find the system indespensible to NZIJ Financial Services.

I would strongly recommend Forte as a solution for managers and advisers who need both CRM and advisory tools within their company.

John Reuhman
NZIJ Financial Services

Using the new Forte (AWB) has been a vast improvement. The ability to prepare reports from the client base to enable you to do segmenting/profiling is a necessity for a business to grow. Having data feeds from product suppliers into the system allows reporting to be as up-to-date as possible. The team at Forte are ready and willing to help with any systems/programmes that are needed for your own individual business. This system does work well for advisers.

Nola Walkinshaw
General Manager
Charter Financial Planning

We have worked with FAB since its inception in the New Zealand financial advisory software market. We have always been impressed with FAB’s enthusiasm, commitment and dedication to the software products and enhancements it brings to the market. We have conducted due diligence on Forté and believe it will well serve financial advisers who choose to move to it and utilise all its functionality.

Forté is a powerful tool and when correctly used it will help enable financial advisers to take their businesses to the next level of profitability and client service. The software is intuitive, easy to customise and straight forward to operate. The ability to work both online and offline provides considerable user flexibility. We look forward to seeing Forté as a key tool of progressive, client-focused financial planners.

David Greenslade BA, MBA, Dip Mgt, Dip Bus Studies (PFP), AFNZIM
Managing Director
Strategi Limited