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Succession Financial Planning (SFP) strives to be a world-class brokerage that focuses on holistic financial planning, creating lasting partnerships with all stakeholders and providing individualised financial services

SFP

by acciTrack (Pty) Ltd

What is it about?

Succession Financial Planning (SFP) strives to be a world-class brokerage that focuses on holistic financial planning, creating lasting partnerships with all stakeholders and providing individualised financial services.

App Details

Version
1.3
Rating
NA
Size
42Mb
Genre
Business Productivity
Last updated
September 6, 2019
Release date
April 24, 2019
More info

App Screenshots

App Store Description

Succession Financial Planning (SFP) strives to be a world-class brokerage that focuses on holistic financial planning, creating lasting partnerships with all stakeholders and providing individualised financial services.
This interactive communication portal linking SFP clients to their financial planners. The application facilitates service and support with useful features such as:

- Review my portfolio
- Initiate my claim
- Send me my tax certificates
- SOS buttons to connect you to critical contacts
- Please call me
- Broadcast messaging from a financial planner to all clients
- Messaging to specific client/group that also allow contextualised replies back directly to the planner.

It is a must-have for busy people who do not have time to request service face-to-face, telephonically or get interrupted with replies from other clients on messaging groups.

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