[富衛財策系統]
此集所有功能於一身之"All-in-One" 程式乃專為富衛理財顧問而設。詳情及功能包括:
- IFE, AES (功能與網上版相同)
- eTravel, ePA - 網上購買旅遊及個人意外保險 (功能與網上版相同),保障可即時生效,並可透過電郵傳送保單文件給客戶
- 退休保障計算程式 (完整版) - 提供全面之財務分析工具
- 醫生名冊 - 詳列有關之聯絡詳情及地址,並可連結到地圖以顯示位置
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[FWD Financial Planner]
This All-in-ONE Apps is designed for FWD Life Adviser. It consists of the following components and functions:
- IFE, AES (functions are the same as web version)
- eTravel, ePA - online travel and PA buying (functions are the same as web version), protection can be effective immediately. Policy certificate will be sent to customer via email instantly
- Retirement Calculator (full version) - provides a comprehensive financial needs assessment tool
- Panel Doctor List – detail list with contacts and addresses which are also linked to map for easy spotting