IFA Support Services - Paradigm Group

Paradigm IT - What's in it for you?

FREE Back Office System

Web Based System
Accessible Anywhere, Anytime
Unlimited Licenses
Enables you to add client details
Keep up to date with your diary
Event List
Task Management
Client Activity
Fact Finds
Document Storage
Policy Data
Commission Data
Business Register
Data Interrogation
Specialist Review Date Reporting

Aequos Engage

Simpler to use
Real time Data
Whole of Market Research
Full Product Research
Full Product Brochures
Fund Research
Fund Fact sheets, showing Asset Allocation, Performance.
Audit Trail Reports
Reports and Graphs

Built on the latest technology, the system is updated daily with real-time data. It can also be used offline so you can conduct a product search anywhere – from home or with a client.

Benefits

Aequos Engage users are able to research and compare products, funds and fund performance all at the same time.
Real time access to up to date information
Internet interface allows access anywhere 24/7
Breadth and depth of data means you are always fully informed
Advanced series of tools to search, analyse and export data to other applications
Wide range of reporting outputs and sophisticated graphing options
DNA benchmarking enables speedier analysis and selection
Detailed reporting and audit trail supports quality control and compliance

Dynamic Planner

Ever-growing competition, changing regulations and more demanding clients mean that providing quality advice while maintaining a profitable business is becoming increasingly difficult. Dynamic Planner will be provided by Paradigm Partners as part of a starter package offered to each new IFA company joining Paradigm. The software which can create comprehensive investment plans in 20 to 30 minutes aims to enhance adviser productivity and maximise the identification of client financial needs across a whole range of financial products.

Developing an independent investment process backed by quality systems is key to the Paradigm value proposition.

The programme’s user-friendly graphics, its comprehensive documentation and its ability to match asset allocations to appropriate funds also helped secure DT’s position as preferred software provider for the new initiative.

Download the full details on Dynamic Planner here

Investment Risk Profiler Dynamic Planner

A number of questionnaires to determine your clients attitude to risk
An ability to load your clients different assets and know their value

Asset Management

Financial Express Funds Feed
Asset Allocation data behind each fund
Gives you the ability to choose funds based on your clients attitude to risk
change funds and evaluate the effect of this of your clients portfolio
ability to match asset allocations to appropriate funds
moves away from the sell and forget attitude as all investments and their funds can be reviewed.

Matches the Paradigm Lifestyle funds to match the risk profile and to simplify and maintain quality in your investment process.

Tax Briefs Report Writer

Helps you prepare comprehensive Compliance Reports
Gives you the ability to create your own compliance letters, use predefined templates and create, save your own templates
Provides effective, compliant and technically accurate letters
Tax Briefs will also include the mortgage model free as part of our package
Tax Briefs also provide an online tour and help file to get you started, and you will have access to support from their helpdesk team to resolve any difficulties
The online version has/offers a range of new features, including:

New interface design Secure server to store reports
Enhanced search facility
Individual password-protected accounts Templates organised by subject
Revised help file

Paradigm Nucleus Wrap

The Paradigm Wrap has been developed in conjunction with our business partners, Nucleus Financial. Offering online access to a full range of tax wrappers and wide access to funds, the Paradigm Wrap allows you to view and manage your clients affairs 24/7 at the click of a mouse.

From day one the Paradigm Wrap will allow clients to run the following ‘tax wrapper’ accounts: Maxi-Isa, PEP transfer, SIPP, protected rights pension, offshore bond, onshore bond and of course an unwrapped general account.

In addition to being able to apply and effect transactions online the Paradigm Wrap includes a full fund analysis section, offers IFAs the ability to create reports and has a full library of associated documentation.

Built on market-leading proven technology imported to the UK by Australia’s Bravura Solutions, the Nucleus wrap has rapidly become the most efficient wrap platform in the UK. By licensing a tried and tested solution we have been able to reduce the technology and operational risks that have led to disappointment and frustration for IFAs using other similar platforms. Not only that, but the pricing of the Paradigm Wrap will undercut other market participants such as Standard Life, Abbey and Transact.

For a full application pack please contact:

Claire MacNeill Tel: 0161 486 4896
Claire.macneill@paradigmgroup.eu

Exchange

Exweb is the most comprehensive online trading portal for the UK financial services industry.

It covers a wide range of product areas including life and health protection, pensions, investments, mortgages and general insurance and, most importantly, is supported by all of the UK's major product providers.

At a glance:

In excess of 300 products available from over 50 product providers
Over 25,000 registered users
Direct access from quotes to 13 provider extranets for new business via the Apply button
In excess of 110 million quotes were processed in 2006
23 Value Added Services (10 chargeable)
Client database functionality and back-office system integrations

1st Software Discounts

Morningstar

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Paradigm IT Support Suite