Finpack
|
From the publisher website or publicity SunGard's Finpack* offers insurance and financial services professionals a quick and easy method to analyze and illustrate a client or prospect's need for life, disability and equity products:
Smart financial and estate planning will protect your clients' assets while increasing sales. Finpack features a wide array of dynamic standard reports plus the ability to integrate with Microsoft® PowerPoint®, allowing you to create powerful sales presentations that convey your recommendations clearly and professionally. Finpack is a totally integrated system which allows you to switch between financial and estate plans without re-entering client information. |
Keywords
Other tools that may interest you by area:-
Vendor: Sungard |
|