Best Interest - affiliate
Our Best
Interest – affiliate service can be introduced by the following diagram. It
provides a snap shot of how your business can benefit by integrating the
service into your practice management. Collaborating with other professionals to
providing valuable feedback on your clients family planning. You will be
empowered to manage your business and your clients financial affairs with
consummate ease.
Best Interest – affiliate service:
Your professional status will define where
our service can be of value to your practice, refer to drop down list of
professions and view the tables created for each profession.
WHITE
LABEL service:
New Wealth Solutions can white label the Best Interest - affiliate service in
several different ways, the client subscription page will be populated with
your company name and logo.
Existing Website:
· Weblink
from your website to client subscription page
No Website, no problem:
· We
provide dedicate Weblink (URL) you can add to favourites in your web browser,
to access client subscription page
Your client will always recognise your business
as the provider of this powerful financial service.
Client login credentials are only available
to you the affiliate, so your client is always directed back to you, if any
issues like forgotten passwords are required.
POWERFUL
FINANCIAL TOOL
Think of the Best Interest – service as a powerful financial tool that your
business can educate and communicate with your clients in an easy to understand
online format. Both of you can always have access to what matters, the after
tax, families cash flow position of any planning strategy. It will not matter whether
your client or your business is trying to implement the strategy, both of you
will see the online calculated result and then informed decisions can be made
in the best interest of all parties.
PROFESSIONAL
COLLABORATION
Many professional practices collaborate
with other professional practices to seek out best interest solutions for the common
client of the parties. Seamless integration between offices is now possible
with the Best Interest service.
With the clients consent, the Best Interest affiliate can assign an Associate
business then check box that client to the associate. Your associate now can instantly
see the clients set of financials, this process is extremely time efficient of
all involved. By viewing the Summarised financial reports the associate and the
affiliate can quickly come to the best interest solution for the client. Notes for
the client can be left to review when they login next with your follow up soon
after.
This is 21st century customer
centricity!
