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John Reuhman: NZIJ Financial Services |
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John Reuhman
NZIJ Financial Services
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
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