| 於1997年開始推出的 PowerAgent 系統，成功協助財務策劃顧問有效地處理日常事務，提昇專業服務質素。 Released since 1997, the PowerAgent System is packed with all the proven functions that support financial consultants in handling routine works effectively and efficiently. 功能包括： 。管理詳細客戶及保單資料，一目了然 。連結其他家庭成員資料 。生日、結婚週年、保單週年提示 。備忘錄及跟進事項提示 。列印郵寄標籤及信封 。文件掃描儲存，快速查閱 。快速資料查詢及統計 Functions include: 。Management of Clients information and portfolio. Intuitive presentation of information 。Grouping of family members and provide family summary and analysis 。Alert of Birthday, wedding anniversary and policy anniversary 。Reminders and follow up 。Printing envelope and letter with mail merge 。Document management 。Effective and flexible data query |