Independent Financial Advisors

The navglobal.com system is designed to assist you in providing the highest level of customer service and to build close and lasting relationships with clients. The reporting functions available to clients encourage a more complete disclosure of their financial position leading to a clearer understanding of the customers needs and resulting in more sales opportunities.
 
In addition navglobal system is the complete package to assist in the management of your business at every level. It consists of powerful desktop database software and an internet service
 
Clients are provided with access to valuation reports via the internet giving them information where ever they are, whenever they want it.
 
Sales staff have all the data that they need to service their own clients together with CRM functions including bulk email and marketing facilities and a calendar function to record key events for their clients and schedule their activities.
 
Management is able to monitor the performance of individual sales staff, sales teams or the business as a whole and maintain adequate reserves to manage the companys indemnity position.
 
The navglobal training process introduces a business process that ensures that data is accurately recorded and that key reports are provided to management in a timely manner.
 
A key advantage of the navglobal system is its ability to provide daily price updates for all of your clients investments and for most major insurers to import holdings data direct from the institutions own website or directly from their database.
 
The navglobal.com system incorporates a sophisticated inward and outward commission management program. This will allow you to accurately track commissions receivable and payable and reconcile commissions and fees due. The commission and fee allocation reports let each consultant monitor the amounts that they are owed according to the income splitting arrangements that each has with the company.

• Client Reporting

Insurance bonds, discretionary portfolios, direct equities and bonds, regular savings plans, life policies, pension plans, provident funds, real estate and mortgages, bank accounts and other assets


• Commission Reporting

Gross payment or basic plus override, renewal and trail commission monitoring portfolio management fees and indemnity position calculations


• Product Analysis

By provider , type, manager, custodian, investment sector or sub-sector


• New Business Processing

Case tracking and task allocation for both administrators and consultants


• Sales, Marketing and Client Relationship Management

Data mining, mailing list creation, bulk mail, email and valuations


• Online Access

For clients and consultants