The BIS Platform and our Objectives
- At BIS, our key aims are to help you improve efficiency, build on strengthening client relationships and help your team reach your business goals
- The BIS Platform seeks to assist and reduce time spent on administration and allow more time committed to your clientele
- The ultimate benefit of the
BIS
Platform is better outcomes for your clients
List of Services
-
CLIENT ENGAGEMENTList Item 1
Provides the necessary tools for the initial stages of engagement and to obtain
key information about your client:
- Agenda setting such as tasks & diary
- Fact Find - including dedicated mobile app
- Needs Analysis
- Risk Attitude Questionnaire
- Pipeline Management
- Adviser Client Newsletter
- Digital Document Packs
-
BROKER ADVICE
Our comprehensive range of services allow the adviser to quickly and effectively collate all the necessary information in a compliant and timely manner:
- Full Product Library
- Document Store
- Price and Product Comparison
- Fund Performance analysis
- Calculators
- Suitability Tools
- Commission reconciliation
-
PORTFOLIO MONITORING
Powerful processes to ensure the adviser delivers a high quality, well researched
and focused Investment and Wealth Management service:
- Automated “live” delivery of client policy details
- Fund Toolkit
- Model Portfolio building
- Fact Find and Risk Attitude Questionnaire
- Client Portfolio Reporting
- Fund Fact Sheets
- Branding to your firm
- Client Portal
- Partnership Integrations – e.g. Paraplanning and Cash Flow Modelling
-
COMPLIANCE & MARKETING
All the tools to manage the business efficiently and effectively:
- Client Reporting
- Retrieval of Archived Date Stamped Reports
- Task and Workflow Management
- Compliance Management
- Document Management
- Template Library
- Client Segmentation
- Email and mail merge tools
- Automated client communication
- MIS analysis
-
DIGITAL DOCUMENT PACKS
- Secure data collection and form-filling in an environment branded to you
- Client completed and e-signs your TOB, Fact-Find, SOS and other documents
- Collect AML documentation
- Reduce re-keying of data – CRM populates forms & New data populates to your CRM
- All documents save to The BIS Platform
The BISPlatform at a glance
The most complete range of Client Engagement, Broker Advice, Portfolio Monitoring, Compliance and Marketing Services available to Financial Advisers.
The BIS Platform is Ireland's leading broker support service provider.
As Ireland's leading broker support service, we pride ourselves in our professional approach to always seek improvement