Decimal is the breakthrough system for the Financial Advice industry. Advice, compliance, marketing, and management are seamlessly integrated on a single, powerful data-core, creating exponential efficiencies and the power to accurately manage for growth and profit.
Video – the Decimal difference. 4 minutesDecimal’s round-table sessions… Frank opinions from Industry leaders.
During a period of fundamental change it’s interesting to hear what industry heavies have to say. A meeting of key figures has led to an insightful white-paper, and these 60 second videos.
Mark Rantall CEO of the FPA speaks on the future of the industry. Hugh Humphrey MD of Hillross on the Financial Advice industry. Tony Fenning MD of Snowball on the future of Financial Advice. Mark Watmore Partner at Tria Investment Partners offers a perspective.Decimal will change the way you work forever
- decor Adviser power2 Work as fast as you can think. Get real-time modelling and SoA generation, with integrated advice fulfilment and reviews. Simple, intuitive, and scalable, it’s a joy to use.
- decor Compliance control 100% control over; adviser levels, topics, product information, risk assumptions, workflow, and more. Track-able history means you’re always audit-ready.
- decor Marketing precision Personally relevant communications prompt clients into action. Generate, control and report on all types of campaigns, from highly targeted to mass market.
- decor Client engagement Decimal clients have had response rates of 70%+. By using our Client Console (branded as theirs), members input financial information to see, save and share different strategies.
- decor Client data Check and change all client details through their personalised URL, or PURL. Verify profile, investment status, set auto-updates and alarms, and manage all client information fields.
- decor Management clarity Get clarity in a click, with organization-wide workflow tracking. Analytics show where productivity excels and needs improvement. Slice and dice data anyway you want it.
- decor IT and integration As Decimal is cloud-based, no specialist software or hardware is needed, removing major IT costs and hassles. Implementation and integration are fast, easy and seamless.
- decor Real-time data core This is the patented heart of Decimal. A unified data core puts everyone on the same page at all times. It creates exponential efficiencies and power to manage for growth and profit.