PFPFA eCOMPASS app for iPhone and iPad

Electronic Compass (eCompass) is a robust and simple-to-use financial planning app designed to fill in the financial planner.

This application can be used by any advisor who would like to sell Health, Life and ILP policies.

This comprehensive end-to-end iPad application makes it easy and effective for Financial Advisors (Fas) to conduct a fact find with clients,
upload supporting documents electronically.

For Financial proposals, the information provided in eCompass is prepopulated and Financial Advisors (FAs) can submit proposals directly to insurers for processing.

Key Features:

- Easy submission of clients Financial Planner via the app without the need for hard copies.
- Personalised dashboard overview.
- User-friendly interface for client case management with on-the-go document submission feature.
- Comprehensive features for uploading necessary documents electronically.
- Track the application and status.

Requirements for use:
- Apple iPad with iOS 13.2.0 (or higher) installed.
- WiFi or 3G/4G data connection.