One only source for all your client information

Centralized Database

Kronos Finance is an all-in-one system for all your contacts information: clients, personal contacts, suppliers and partners, organizations or individuals.

• Centralized client information
• Complete client information file (SIN, HIN, investments and insurance information, Google Maps)
• FNA data import
• Ownership of your client database

Complete client information

• Global or detailed overview
• Customizable fields
• Consolidated statement issuance

Investments and insurance information

Kronos Finance includes a complete database of your clients’ insurance and investments:

• Search through a group of clients based on the insurance held.
• View insurance and investment data within your clients’ file.

Investments and insurance data automatically updated

Get automatic updates with the gateways available: mutual funds, segregated funds, savings and credit. To learn more, visit our section Automatic updates.

Insurance and investment data always up-to-date

Your clients’ mutual funds, segregated funds, savings and credits are automatically updated when gateways are enabled in your Kronos Finance profile.

Gateways between Kronos Finance and financial and insurance companies’ back office (banks, firms and issuing companies) provide:

• Data transfer for client information, funds and insurance policies from Book of Business
• Data transfer for insurance, salary, segregated and mutual funds from firms and issuing companies
• Daily automatic updates

For more information on available gateways or to activate new gateways, contact us or visit our partnerships section.

Get an overview of your to-do list.
Manage your priorities.
Never forget anything.

View your daily tasks

Your daily task list shows the required actions related to your clients' files. Not-to-be-postponed tasks or simple reminders? Manage the priority level of your workload.

Complete calendar

Efficiently manage your schedule in Kronos Finance with a complete range of available actions: meetings, high priority actions, assignments, etc. It also interacts with your clients database.

• Easy browsing: access your client information from related meetings in your calendar
• One-time editing: automatic integration of actions listed in client profiles
• Follow-up and history: every action or communication is automatically saved in client profiles

Improve your communications!

Customize your communications and manage your own mass mailing campaigns!

Campaign management tools

Easily create email or regular mail campaigns with mass mailings and mail merges:

1. Select contacts based on a given criteria (all clients, one client or a given group).
2. Create your own layout or choose from available templates.
3. Write your content.
4. Customize your message.
5. Send out.

In 5 easy steps, it is possible to send, for example, a courtesy message to clients with whom you have not worked over the past year.

Integrated mailbox

• Quick email viewing from any contact card or through mailbox
• Saves a communication log

Secure mail feature

• Assurance of delivery and access by the client
• Confidential and secure communications

How much will you sell and collect?

By managing your sales and commissions with Kronos Finance, you won’t have to wonder.

Commissions management

The revenue statement establishes the automatic calculation of estimated amounts to collect from insurance companies, based on your sales.

• Receivables follow-up
• Cash inflow logging
• Received commissions validation

Sales management

The sales management module included in Kronos Finance enables you to closely follow-up on sales opportunities and get a clear view on their potential value.

• Sales opportunity management
• Automatic short, medium or long-term follow-ups
• Sales steps added to the calendar
• Sales reports creation

Append and archive documents while leaving paper behind!

Kronos Finance keeps everything for you, while putting paper behind!

Communications archive

Each communication related to a client record is saved. In a desire to be compliant to the AMF’s requirements, Kronos Finance also includes a log of all communications between you and your client.

Data transfer

Contact information is automatically transferred to the different forms, following the layout requirements of major companies and removing the need to retype any.

• Automatic contact information transfer to all forms
• Standard forms from major companies included
• Form updates based on investment and insurance companies requirements

Document management

Scan documents and attach them to your client’s record in Kronos Finance. All documents are kept on a large server that is highly secure.

FNA data retention

Kronos FNA Premium users have all modifications to their clients’ financial needs analysis automatically stored and attached to their record.

Give your investing clients access

Online Client Access

Some of your clients have an investor profile and wish to access their data online? With Kronos Finance, you can grant them a privileged access that allows them to:

• View their investment portfolio and insurance policies
• Print their account statement
• Manage their profile information

Access Kronos Finance, anywhere, anytime

Being on the road will never again impact your productivity.

Use Kronos Finance on your mobile*:

• Reading and editing schedule and contact information
• Optimized interface for iPhone, BlackBerry, Android and other smartphones
• Advanced SSL security for banking sites

* Kronos Finance Mobile is an additional feature.

I want to become a Kronos Finance user!

Please provide the information below in order to gain access to Kronos Finance. A member of our team will contact you as soon as possible.