finPOWER Connect Advanced Clients Add-On

The base finPOWER Connect system comes with a comprehensive client file, but where additional information is required to be captured, the finPOWER Connect Advanced Client Add-On can be used.

It introduces additional data capture fields for:

  • A list of "Also Known As" names.
  • Employment details (for Individuals)
  • Personnel details (for Organisations)
  • Identification details

The Identification Page also has an inbuilt "100 Point Indentity Check" facility that can be customised to meet your specific requirements.

Clients form; Identification page