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Our solutions for advisorsAs an advisor you need the right tools to do your job. That’s exactly what TrigoldCrystal provides you - software that manages your sales from beginning to end. And even better than that - the software to manage your client and introducer lists to make the most of every opportunity available. TrigoldCrystal - tools in a new era of Financial Advice
– the next generation of financial software Before merging with Crystal, Trigold was focussed on Mortgage Sourcing. Using this focus and creating a great tool got Prospector to a stage where it is now used by over 70% of mortgage intermediaries. With the truly momentous upheaval in the mortgage market recently, TrigoldCrystal is proud to be the fastest and most able software supplier to react. We support our users with improved tools with more options to take advantage of income opportunities. Add to this our strong focus on education and training, and you can see why TrigoldCrystal is the company that more financial advisors choose to work with over any other. What Products are available to me?Network MembersThe question to begin with is whether you are part of a network or a club. Most networks choose to use a Prospector sourcing system for Mortgages, General Insurance, Secured Loans, Conveyancing, and Applications, specially adapted to their requirements. If you are part of a network, you need to begin by asking which version of Prospector you should be using.Different networks have different prices for Prospector, some subsidising the price more than others. Please ask your chosen network for more details. Something your network may also provide is a Point of Sale or Compliance system. TrigoldCrystal has it’s own system called Momentum which you will find is far more comprehensive than Mortgage-only focussed systems, and more cost effective than other IFA systems. Momentum is used by most leading Advisory networks including Mortgage Times, Mortgage Intelligence and Mortgage Next. You should check with your network to check which system you should be using. If your network does not provide a client management system, make sure you investigate what Momentum could do for you – thousands of Financial Advisors find it a key part of their business. I’m directly Authorised...As a DA you are able to choose the software that suits your business best. Our clients tell us that the most important things they look for are: functionality, ease of use, and price.FunctionalityBe careful when selecting the tools that you will use daily for years and years. Remember that the types of business you are doing now may change in the future. Your system should not restrict your options – you can see very clearly which companies will restrict your choice – often you can see what you’ll get by looking at the company name alone.With the combination of TrigoldCrystal CRM and Prospector you have the platform to provide advice and document it for: Mortgages, Insurance, Pensions, Annuities, Secured Loans, Debt Consolidation, Conveyancing, Commercial Mortgages, etc… We use our own tools where we know they are the best on the market, or link to the best 3rd parties available. And we are constantly expanding our range of options – look out for a revolutionary Equity Release option and options to create and track Investment portfolios. Ease of UseFinancial advice is a complicated process. That doesn’t mean your software has to be complicated too.Each client’s needs are different which means you need the tools to represent those needs in the advice process and demonstrate your advice simply. Our focus is not on simple products but on making clear, intuitive software that you can get to grips with quickly and use to maximum effect without endless hours of training. When you choose your tools, make sure you use something that feels comfortable to you. We challenge you to find alternatives that do that better than we do.
PriceIn these days of prudence and austerity, price is increasingly and issue for everybody. We know that some competitors claim to be able to beat our prices. TrigoldCrystal are proud to create class-leading products that genuinely offer greater value than our competitors and provide the peace of mind that comes with first-class compliance support. |
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Well done to the team at Trigold.