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RepConnect

Description:

Description:

RepConnect

by Singapore Life Ltd
RepConnect
RepConnect
RepConnect

What is it about?

Description:

RepConnect

App Details

Version
7.6.5
Rating
NA
Size
90Mb
Genre
Finance Business
Last updated
September 10, 2024
Release date
December 19, 2019
More info

App Screenshots

RepConnect screenshot-0
RepConnect screenshot-1
RepConnect screenshot-2
RepConnect screenshot-3

App Store Description

Description:

PIAS' RepConnect is a robust and simple-to-use financial planning app designed for PIAS Financial Adviser Representatives (FARs).
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 RepConnect 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 are able to log in and use this app.

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