Mortgage News
Vision moves into investment and pensions
Vision Network has extended its offering to include investments and pensions via Crystal’s new Momentum Financial Planning software.
The firm said brokers linked to Vision would benefit from being able to identify and sell an extended range of products at point of sale.
The solution builds on the Momentum base product which is used by over 7000 brokers, which already enables fact finding for new product areas.
The technology comes with a substantial revision of the reporting capabilities of Momentum to allow very data mining and trend analysis which the firm identified as the key skills for managing compliance risks of large distribution forms.
Chris May, director of Vision, said the current market conditions could not be more compelling for brokers to support a wider range of revenue opportunities.
He explained: “Crystal’s latest version of Momentum allows brokers to identify opportunities at point of sale and simplifies the process for delivering the products identified in the fact find.”
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