What We Do
Leading Edge Technology
The PFS Affinity Partner Program is underpinned by the efficient use of leading edge technology solutions.
PFS have developed an enterprise financial planning suite built in conjunction with Xplan Technology a wholly owned subsidiary of IRESS Software Ltd.
Our technology unites the entire financial planning process and successfully negotiates the whole advice or total planning challenges faced by practices across investment, risk, debt and estate planning solutions.
The technology automates the entire spectrum of financial planning functions from client and portfolio management, to workflow, estate planning, insurance analysis, debt consolidation, technical support, SOA production, enterprise reporting, reconciliation processing and a unique sophisticated probability analysis capability.
PFS offers a variety of technology solutions for our Affinity Partners to enhance their client offer and implement fully integrated end to end business processes.
These solutions include:
True North.... is a software modelling tool exclusively available to PFS Affinity Partners. It helps clients set their wealth management goals and strategy and then via True North, determine the likelihood of clients achieving their goals so they can stay on track so that clients find their own True North.
FAME.... is a financial planning suite that unites the entire financial planning process. It's unique to PFS and available only to Affinity Partners.
Desk Caddie.... is our online technical resource which provides Affinity Partners with instant access to a range of information including the latest changes in legislation, financial planning news, reference information, case studies, strategies and related technical information and examples.
PFS Fitness Club.... provides the practice management framework for our Affinity Partners to review, prioritise, monitor and improve their practices. It helps Affinity Partners "work on their business" and achieve their business objectives with greater certainty and clarity.
Client Reporting.... this enables our Affinity Partners to view and report on client investments which are held within the Integral Investment Service and Superannuation Fund. The details are also integrated within FAME to allow you to provide clients with individual reporting or consolidated reporting with just a few clicks.
Training Support.... this is our web based solution to allow our Affinity Partners to complete their training anywhere and anytime. It includes compulsory CPD points, product training, compliance training, best practice training together with a number of modules of our FAME Technology Solution.