finPOWER Connect External Parties Add-On

External Parties include all the organisations and relationships you have outside of your core business unit, e.g. the Dealers and Brokers that sell your products.

Where you have dealings with parties outside of your organisation, the External Party Add-On allows you to record their details. Information regarding the External Party can be maintained, including employees and comprehensive contact details. Each Account and Client can be allocated to an External Party allowing you to assess the performance of your extended business network. External Parties also define which Account Types they can sell.

The External Parties Add-On allows you to set up groups for Dealers, Brokers, Insurers and Other External Party types.

The External Party Organiser, shown below, provides a visual representation of your extended business network.