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SFA ACE

This Adviser Customer Experience (ACE) app is a robust and simple-to-use financial planning tool designed for Financial Adviser

This Adviser Customer Experience (ACE) app is a robust and simple-to-use financial planning tool designed for Financial Adviser

SFA ACE

by Singapore Life Ltd
SFA ACE
SFA ACE
SFA ACE

What is it about?

This Adviser Customer Experience (ACE) app is a robust and simple-to-use financial planning tool designed for Financial Adviser

SFA ACE

App Details

Version
1.11.00
Rating
NA
Size
63Mb
Genre
Finance Business
Last updated
September 10, 2024
Release date
February 14, 2022
More info

App Screenshots

SFA ACE screenshot-0
SFA ACE screenshot-1
SFA ACE screenshot-2
SFA ACE screenshot-3

App Store Description

This Adviser Customer Experience (ACE) app is a robust and simple-to-use financial planning tool designed for Financial Adviser

Representatives (FARs) of Singlife Financial Advisers.
This comprehensive end-to-end iPad application makes it easy and effective for FARs to conduct fact find with clients, upload
supporting documents electronically and submit for supervisor’s review. For Singlife proposals, the information provided in the app are
prepopulated and FARs can submit proposals directly to Singlife for processing.

Key features:
- Easy submission of your client’s Financial Planner via the app without the need for hard copies
- Personalised dashboard overview of your existing client’s cases
- User-friendly interface for client case management with on-the-go document submission feature
- Comprehensive features for uploading necessary documents electronically
- Advocates safe handling of client information

Requirements for use:
- Apple iPad with iOS 11.0 (or higher) installed
- WIFI or 3G/4G data connection
- Only advisers and supervisors who are existing users of the Singlife Online portal can log in and use this app.

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