Give your clients access so that they can update their profile and save you time.
Conduct analyses to determine your clients’ needs and quickly spot insurance and investment sales opportunities.
Conduct analyses with your client directly on your tablet.
Kronos FNA meets compliance requirements.
Save a log of the changes made in your client’s FNA.
Keep complete and up-to-date files, linked to your FNA, in Kronos Finance.
Produce professional-looking reports, with tables and graphs, simply by selecting which analyses you would like to include.
$29 Per user
Free 15-day trial. No credit card required.