Enhance Investor

08/06/2016

We have just launched our free, no strings attached, Personal Planning Portal which we have now made available to the public. You are now able to do some of your own basic financial planning and, broadly, determine any financial planning needs you may have. You will then be in an informed position where you can then consult with your Financial Advisor. Visit our website at http://www.enhanceinvestor.com and register to use this useful resource.

15/09/2015

We are pleased to be able to inform you that this revolutionary Financial & Investment Planning resource is now available to IFA's. You can visit our website at: http://www.enhanceinvestor.com to get more information.

Rather than try to be all all things to all people and develop an Investment Planning System from the ground up, we have elected to, rather, bring together, arguably, a collection of the finest resources and skills and package them into one Step by Step, Paint by Numbers, Risk Profiling and Investme…

03/09/2015

Take a look at our Marketing Flyer for some further insights into what we are developing for the IFA market.

03/09/2015

Here is a shot which should give you an idea of how the CRM looks. We have built in the ability for users to add their own Custom Data Fields and edit the dropdown fields to make the data capture forms more relevant to their practice.

03/09/2015

Here are screenshots of the Robo Planner Client view and the Function Tabs which should give you an idea of some of the functionality that we have developed.

03/09/2015

Progress on the development of the Enhance Investor Financial Planning Suite has been a bit slower than we first envisaged. What initially looked as though it would be a fairly simple development has been anything but.
Not only have we, (Darren), developed a really effective CRM Tool, but we have also added a Robo Planner capability which will allow IFA's to communicate effectively with their smaller clients and provide them with some really useful DIY Planning tools.
Watch this space, we should be launching in a week or so.

01/04/2015

We are making great progress in the development of our Enhance Investor investment planning tool. It is almost ready to go to market. Darren has been going great work and the tool is already starting to attract some attention in the market place.
We have decided to develop a Client Database/CRM which will integrate with the investment planning tool as well as a few other resources which I will tell you about when we have the integrations working.

17/02/2015

View this short video to get an understanding of some of the functionality of the Enhance Investor Tool