Agility:Investments™ provides powerful capabilities for viewing and managing detailed investment information for both individual portfolios as well as across all clients. Portfolio information can include system-administered investments coming from back-office systems, as well as non-system administered products entered by the agent. The result is a full view of client holdings. Agents can use the information to provide better service, advise their clients, identify opportunities for upsell and cross-sell, and track portfolio performance.

Key Features:

Combine Information For Full View Of Client Holdings
Agility:Investments™ allows carriers to share system-administered investments and allow agents to add and track non-system administered investments for a full summary of client holdings. Carriers have the option of allowing agents to add non-system administered investments in a "private” mode that can only be viewed by the agent.

View Investments by Individual or Across Clients
Agility:Investments™ adds additional tables to a client's portfolio that provides summary and detail information about their investments. While on a contact record, an agent can quickly view all their holdings and drill down to details on each sub-account. Agents can also view investments, sub-accounts and products across all their clients allowing them to better manage their entire client base.

Improve Target Marketing
Using the Advanced Search capability in Agility™, marketing and sales organizations can use the portfolio profiles of individuals to target market for upsell and cross-sell opportunities.

Incorporate Investments in Form Letters And Templates
Agility:Investments™ integrates with MS Word allowing marketing initiatives to be personalized. Compliant templates can be created and stored for use by sales and marketing.

Create and View NASD Registrations
Agility:Investments™ allows organizations to create and track NASD registrations for their producers and agencies. In addition to licensing and appointment information, carriers can now track NASD details including registration numbers, exam dates, jurisdictions, and statuses.

Create Investments Reports and Graphs
Agility:Investments™ includes a diversified array of investment reports with graphing capability. These include reports for detail and summary accounts, consolidated asset allocation, and consolidated position summaries. Reports can be output to a PDF, HTML or CSV file.