Finance & Technology Research Centre (F&TRC)

F&TRC

Quality Analyser tool

The Quality Analyser tool has been designed to help advisers make an informed supplier selection based on their client’s individual needs. Paradigm is offering member firms free access to the software, which is available in three modules, for workplace, protection and software. The protection module covers life, critical illness and income protection.

The main aims of the software are to:

  • Build a robust research proposition to support your advice process
  • Help selection of the most appropriate contract
  • Strengthen your compliance processes
  • Enable client expectation management
  • Access real time up to date product analysis
  • Save you time (increases profitability)
  • Reflect the clients requirements
  • Increase your knowledge base

Register for Quality Analyser now at: www.advisersoftware.com or by clicking here for the registration form.

Quality Analyser Training Demo

We are delighted to advise that the Finance & Technology Research Centre would like to invite you to attend a free webinar designed to help Paradigm advisers get the best out of the service.

The webinar will demonstrate how to compare the various different offerings available from protection providers to:

  • Identify client specific requirements and priorities for protection products
  • Document those requirements
  • Generate a detailed comparison of the different propositions including a specific benchmark of how closely each supplier matches specific requirements
  • Further refine the search based on any more detailed requirements
  • Produce a further benchmarking to provide specific measurement of each provider in respect of each of the priorities
  • Generate a detailed report (which can be further iterated if required)
  • Print a full report summarising the priorities, weightings and scores for each protection provider which includes a detailed breakdown of the underlying data for the top five scoring organisations in each report

Contact F&TRC

Telephone Number: 020 3740 0000
Email: info@ftrc.co.uk

Register for Quality Analyser now at: www.advisersoftware.com or by clicking here for the registration form.