At its most simplest, TrigoldCrystal has 2 core products: CRM and Prospector.
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TrigoldCrystal CRM
CRM is your client management system. There are all the features you need to research your case, manage your work, keep in touch with clients, and manage your business as a whole. CRM has been designed to be adapted to a wide range of situation and ways of working: from the sole trader to a financial advisory network of thousands.
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TrigoldCrystal Prospector
Prospector is for sourcing and completing your mortgage cases and links to insurance providers, conveyancers, can source secured loans and will take care of mortgage applications with the E-Trading Centre.
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TrigoldCrystal Equity Release
The new end-to-end ER advice system. The system includes a comprehensive client lifestyle questionnaire with advisor guidance built into the process, product selection by requirements not cost, and online submission of applications to the providers. The Equity Release market has seen rapid growth in recent years and is set to continue to grow. The two main drivers for this growth are that many consumers reaching retirement age have not made adequate provision for their pensions and secondly that many people who do have adequate pensions, nonetheless would like to continue their lifestyle without the drop in income retirement usually brings.
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Software
Read more about CRM.
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