Our Approach
Financial data is one of the areas where confidentiality is preferred for most people. The system provides the flexibility for its users to achieve the following results.
» | User can decide to display or not to display the actual name to be shown in the fact finder or report. |
» | User can opt to eliminate the identity of all personal sensitive data in the report. |
» | User can update, edit, and modify all data and facts at their most convenient time. |
» | User can print the soft copy for regular review. |
» | User can use the report generated to discuss or seek advice from qualified financial advisers. |
» | Financial planning will be done with full confidentiality and it is more fun, efficient and cost effective. |
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