價格：免費
更新日期：2020-08-04
檔案大小：57.2 MB
目前版本：3.0.46
版本需求：系統需求：iOS 12.3.0 或以後版本。相容裝置：iPad。
支援語言：英語
PIAS' electronic Financial Planner (eFP) is a robust and simple-to-use financial planning app designed for PIAS Financial Adviser Representatives (FARs).
This comprehensive end-to-end iPad application makes it easy and effective for FARs to conduct fact find with clients, upload supporting documents electronically and submit for supervisor's review. For Aviva proposals, the information provided in the eFP are prepopulated and FARs can submit proposals directly to Aviva for processing.
Key features:
- Easy submission of your client's Financial Planner via the app without the need for hard copies
- Personalised dashboard overview of your existing client's cases
- User-friendly interface for client case management with on-the-go document submission feature
- Comprehensive features for uploading necessary documents electronically
- Advocates safe handling of client information
Requirements for use:
- Apple iPad with iOS 11.0 (or higher) installed
- WIFI or 3G/4G data connection
- Only advisers and supervisors who are existing users of the Aviva Online portal are able to log in and use this app.
