Features
Kronos Web Finance is a software tool adapted for the financial world that allows you to manage your insurance and commissions.
- Manages all your insurance, investments and commissions: handles data unique to your field of expertise in Kronos Web
- FundSERV Integration: Kronos Web extends a bridge to your agency to keep your segregated and mutual funds portfolio up to date
- Price updates with Cannex: product prices are updated daily thanks to data transfers between Kronos Web and Cannex
- Linked with other products:
Kronos Web collaborates with companies from the financial sector to make your job easier
- Compliance: Kronos Web helps you stay conform with AMF regulations. For instance, all completed actions are recorded permanently without possibility of modification in order to ensure that your activities history respects all laws and regulations.
- A solid market experience: over the years, we have invested time and energy into getting to know your activities sector. For this reason, the Kronos Web platform has received continuous recognition in its field.
Consolidated Account Statement (investments, insurance).
Regroups all products held by your client: mutual funds, segregated investment funds, GIC, insurance products.
- You can configure and customize the statement
- High-quality statement to hand to your client
- Generate in PDF format
Commissions, Insurance and Investment Management
Manage your clients' investment and insurance. Track your commissions.
- Allows you to save information related to all your investment types: GIC (with return computation), bonds, funds, RRSPs, RRIF, etc.
- Personal insurance management
- Generate commissions from the investment or the insurance
BackOffice Integration of Insurance and Funds
Permits importing transactions from the Back Office.
- Compatible with FundServ format
- No daily manipulations or importations
