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.


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