FA - iBoss

The iBOSS App improves Financial Alliance's Financial Consultants' advice and service quality by offering:

1. Integrated platform capabilities that enable the retrieval of data and information gathered from different sources;

2. Business productivity enhancement through easy navigation and access;

3. Operational empowerment that allows our Financial Consultants to track and manage their business activities and performance;

4. Secure and quick access to our valuable clients' personal details, policy details, investment transactions, portfolio holdings and other data to facilitate our Financial Consultants when servicing clients; and

5. Systemic support to alleviate our Financial Consultants’ administrative workload.