Lynkos

We believe that the most valuable asset in for any financial adviser or insurance agent is the end customer, and not individual products which serve as solutions to a specific wealth management need within a period of time in the customer lifetime. For this reason, we focus in enhancing and simplfiying multiple ways provide Lynkos' users with customer insight that goes beyond product management.

In a single spotlight view, users can see their customer's products portfolio and cross & up selling opportunities; together with valuable customer relationship cummulative data. Products are grouped by type and carrier, including:

• Banking
• Investment planning
• Retirement & savings
• Life insurance
• Health insurance
• Property & casualty insurance
• Other assets, products & services

While traditional financial planning solutions focus on products portofolios, and CRM applications on client relationship management, Lynkos combines the best of both worlds, with real time data streaming through a simple and intuitive user interface.

Visit our CRM & Accounts page to learn more about Lynkos!