Through the Astute Consolidated Client Portfolio service, a financial advisor instantaneously receives a single view of a client’s insurance portfolio across various Financial Institutions, saving costs and drastically shortening the time of information gathering. Financial Needs Analysis software applications can directly integrate to import data, further increasing efficiencies during the needs analysis process.
Direct Integration points to over 20 Content Providers and growing.
Products offered via the CCP service include whole life, endowment, retirement annuity, term assurance,other annuities and income protection policies, unit trust, and linked investment products.
Direct integrations to Financial Needs Analysis systems.
Monthly High-Volume Customer portfolio data feeds to remain on top of customer trends and changes.
Astute Online (AOL) Front-end as a single transaction.
Back-end integration to FNA or High-Volume integrations.
Billed monthly in advance with a minimum of 20 transactions, excess transactions billed in arrears.
Monthly connection fee
R 50.87
Band A
20 – 4499
R25.56
Band B
4 500 – 11 999
R20.23
Band C
12 000 – 50 000
R17.54
Band D
> 50 000
Price on application
Monthly connection fee
R55.34
Band I
20 – 4 499
R20.23
Band J
4 500 – 11 999
R20.23
Band K
12 000 – 50 000
R17.54
50% of Transaction Price
Any Volume
R5.20
Billed from CCP Subscription, billed in arrears
Prices Exclude VAT
