Succession Financial Planning (SFP) strives to be a world-class brokerage that focuses on holistic financial planning, creating lasting partnerships with all stakeholders and providing individualised financial services.
This interactive communication portal linking SFP clients to their financial planners. The application facilitates service and support with useful features such as:
- Review my portfolio
- Initiate my claim
- Send me my tax certificates
- SOS buttons to connect you to critical contacts
- Please call me
- Broadcast messaging from a financial planner to all clients
- Messaging to specific client/group that also allow contextualised replies back directly to the planner.
It is a must-have for busy people who do not have time to request service face-to-face, telephonically or get interrupted with replies from other clients on messaging groups.