VisiPlan makes client
contact management extremely easy. Create reports
on your clients' details, sorted by different
categories, using the information stored in the
Fact Find database. This enables you to produce
target marketing lists or a mail merge file for
clients who have certain characteristics.
Client Reports
Contact Listing - summarises the key contact
details.
Referral Source - lists clients referred by
one or more selected referral sources.
Business Source - lists clients introduced
by one or more selected business sources.
Client Rating - lists clients in one or more
selected original and current client rating
categories.
Client Interests - lists clients who have
an interest in one or more selected categories.
Address Book - lists clients with one or more
selected address book categories.
Regular Contact - lists clients tagged for
one or more selected regular contact reasons.
Privacy Consent - shows Yes or No for privacy
consent against each client and entity.
Age/Birthday - lists clients who fall within
a selected age group.
Post Codes - lists clients by their selected
post code range.
Review Listing - shows those clients approaching
a review within the specified date range.
Next Contact - reports clients you have decided
to contact within a specified date range.
Follow-up - provides a list of all follow-ups
by the person to follow-up.
Investment Reports
Portfolio Valuation - summarises the value
of client investments.
Portfolio Holdings - provides a list of all
clients that hold a selected product.
