Point of sale
Financial Planning point of sale tools
Amber - Multi Channel Solutions
We have over 20 years of experience of building financial services advice tools for the UK and international markets. Our products have won the prestigious Financial Adviser technology awards 5 times. We supply both the tied and independent sectors.
Amber - Full Advice
This comprehensive solution includes Fact Find; Needs Analysis; Quotations inc. integration with portals, extranet sites and bespoke calculations, Proposals and Document Management modules. It is also integrated with Outlook for activity management recording.
Amber - Report Writer
This tool enables remarkable time and cost savings for the production of Suitability letters, Fact-find reports and other documentation. In use with over a thousand active users it has delivered a time saving to Advisers and administration staff of over 50% in Suitability letter production and substantially reduced compliance checking effort.
Amber - Basic Advice
The Amber solution fully supports the Financial Services Authority (FSA) Basic Advice process for the sale of Stakeholder products. The solution includes a maintenance utility which enables you to modify the scripted questions as well as define the content of the Recommendation Summary report. The Amber Quotations framework enables you to link directly to the Stakeholder provider to facilitate straight through processing of new business.
Amber Architecture
Amber architecture has been used as a foundation for many clients. These clients include Bank of Ireland, Royal London, Scottish Life and SFC.
The Amber Full and Basic Advice solutions can be deployed in standalone PC, distributed laptops and client-server environments. The thin client architecture enables it to be integrated with your own web site and to be easily branded using your preferred web design tools. In addition the architecture enables the integration with 3rd party tools and applications e.g. quotation engines.
Bank of Ireland
branded
Amber Needs
Analysis
Bank of Ireland
branded
Amber MS Outlook integration
System Requirements:
Browser / Terminal deployment (Online)
Operating Systems capable of running IE 5.5 (+ MS updates). 128RAM, Monitor capable of 1024 * 768 or greater
Stand alone PC / Laptop deployment (Offline)
Windows XP, 2000
Internet Explorer 5.5 + MS updates
PIII 400MHz, 250RAM, 1000MB Free disk space
MSMQ (if using data distribution)
Monitor capable of 1024 * 768 or greater