ePFR at Mac App Store analyse

‘EPFR’ (also known as Electronic Personal Financial Review) is a fact-find toolkit application designed and developed by Phillip Securities Pte Ltd, specially for our financial advisory consultants in Singapore. This application provides a seamless process between sales advisory and back-office administration. In addition, it aims to improve the professionalism & productivity of our consultants. Features and benefits: * Straight-through Process Online fact-find application would improve the overall productivity and reduce the processing time with real-time submissions and approvals. * Validation of Fact-Find Process Application shall automatically validate the completeness of client information data and generate an outcome for client knowledge assessment. * Paperless Going paperless would not only be more environmentally friendly but reduce the risk of misplacing forms. * User Friendly High-tech and high-touch platform would provide a more positive client experience engagement during the fact-finding process. To understand more about the value-add of being a Phillip Financial Advisor? Please contact us at 65311 555 or login to our website www.phillip.com.sg/fa for more details. Our Motto is ‘Your Success Is Our Success’.