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INTERVIEW Mode

Personal and financial information gathering.

Guides you step-by-step to collect all your client's information.

Inrterview MODE | maxomsoft
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Collecting personal and financial information allowing you to forget nothing and to have all the required documents. In addition, it promotes a climate of trust with your client.

Features included

  • Links to CRA, CPP, QPP.

  • Calculation of the monthly amount allocated to your financial program.

  • Investor profile (one or more per plan) .

  • Report on received or missing documents displayed and emailed to client and advisor.

  • Automatic synchronization of data on analysis applications.

Others Applications of the 
LIFEPlan System

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Determines the financial strategies that will best contribute to achieving goals and retirement, while also taking into account needs and priorities.

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Identifies needs in the event of death, disability, critical illness or loss of autonomy.

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Creating a statement based on the 5 risk ratings.

  • Investor profile.

  • Fund facts automatically added.

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Determines the life and critical illness insurance needs of shareholders and key employees of a company.

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