The redesigned FNA

Sales

Graphical analysis and clear recommendations help you target your clients’ needs and point out sales opportunities.

Compliance

A simple yet precise indicator of FNA status, automatic filing and expiry notifications give you peace of mind regarding the MFDA's (Mutual Fund Dealers Association) and AMF’s (Autorité des marchés financiers) compliance regulations.

Ease-of-use

An unparalleled user-friendly interface, virtually unlimited accessibility and a complete toolkit provide you an instant productivity gain.

Filled-in either by you or your client, online or on paper, you are free to manage the FNA’s data entry as you see fit.

Kronos FNA is iPad-ready!

Démo

FLEXIBLE DATA ENTRY

Filled-in either by you or your client, online, with an iPad or on paper, your have the liberty of collecting the FNA’s information as you see fit.

Compliant information

The data collection form includes all the necessary information fields to ensure compliance with the AMF’s and MFDA's regulations.

On paper or online*

You prefer filling out the form on paper? No problem, simply print it. Better yet, why not ask your client to fill it in directly on your iPad?

Automatic client information update*

Avoid entering data twice and automatically import contact and investment information by enabling bridges with:

• Kronos Finance
• Univeris
• Winfund
• Outlook

Client Access*

By enabling your clients’ access to the portal, you allow them to:

• Fill out the financial data form prior to your appointment
• Confirm the provided FNA information

Tools to make your life easier

Automatic reminders

This feature automatically sends you an email on the day you are required to perform a given task. Kronos Finance users can integrate these reminders within their Kronos calendar.

Financial calculators

Over 50 financial calculators are available.

Geolocation*

Easily locate all your clients with Google Maps.

Useful templates*

• Document restitution template
• Detailed budget template

* Available only in the Kronos FNA Premium version

Profitable analysis

Kronos FNA provides a full range of analysis that help effectively target your clients’ financial needs as well as sales opportunities.

Life insurance needs

Easily calculate the liquidity and maintenance of the standard of living in order to determine the necessary protection in case of death.

Disability insurance needs

Obtain clear recommendations based on the calculation of the required annuity in case of disability.

Retirement planning

Explore different retirement scenarios in real time with your client. Kronos FNA assesses retirement needs in a similar manner as Synchro does, and even better!

Other analysis available

Kronos FNA can also provide analysis concerning:

• Critical illness
• Reserve and funds
• Value of human life

Efficient customer service

Professional reporting

Generate a simplified FNA report for your client that's easy to understand and professional:

• Overview of crucial information
• Analysis and sales recommendations
• Custom design to fit your image

Client Access*

With the client access, customers can view their online FNA report. You manage the access in order to provide a 24-hour service.

* Available only in the Kronos FNA Premium version

Compliance assurance

Closely follow the evolution of your clients’ FNA.

Preserve your FNAs

You keep ownership of the FNA generated with Kronos FNA and can review it at any given time.

Time machine*

Kronos FNA’s time machine logs every modification brought to each of your clients’ FNA, from their creation.

• Keep an eye on the modifications brought to an FNA by either you or your client.
• Compare logged FNA revisions.

Document management*

Attach scanned documents to your clients’ virtual folder (signed forms, ID copies, etc.).

Expiry follow-ups

Kronos FNA automatically generates a list of all expired FNAs and adds a renewal task in the notification queue.

FNA Monitoring*

Kronos FNA includes useful indicators to help you manage and monitor your FNAs’ performance:

* Available only in the Kronos FNA Premium version

Des outils qui simplifient la vie

Rappels automatiques

Les rappels vous envoient automatiquement un courriel, le jour où vous devez effectuer l’action. Les usagers de Kronos Finance peuvent intégrer les rappels dans leur calendrier Kronos.

Calculatrices financières

Plus de 50 calculatrices financières sont disponibles.

Géolocalisation*

Avec Google Maps, localisez tous vos clients.

Outils d'aide au travail*

• Gabarit d’accusé de restitution de document
• Gabarit de budget détaillé

* Disponible dans la version Kronos ABF Pro seulement

	KRONOS FNA - FNA Essentials	- KRONOS FNA PREMIUM - An advanced FNA to help you better manage
Data Entry
Compliant Information
Data Entry	Electronic	Paper or Electronic
Automatic Update
Client Access
FNA Reports
Professional Report
Client Access
Archive
FNA Conservation
Time Machine
Document Management
Toolbox
Follow-up on expired FNAs
Automatic Reminders
Financial Calculators
Management Reports
Geolocation
Other Work Tools

I want a free Kronos FNA access

Please fill out the simple form below. Your free Kronos FNA account will be created.

* Complete name

* Email address

Company name

You’re already a Kronos FNA user? Log in.

	Kronos Finance Solo - Base de données clients centrale et adaptée	Kronos Finance Premium - Gestion client avancée
ABF conforme
Saisie des données	En ligne, par vous-même.	En ligne ou sur papier, par vous-même ou par votre client
Mise à jour automatique de la base de données clients
Accès client
Rapports professionnels
Archivage	De base	Avancé
Boîte à outils	De base	Avancé
Soutien technique	Courriel	Courriel et téléphone