finPOWER Connect Client Statistics Add-On

An important evaluation criteria of any client is their ability to service a Loan.

To measure this you need to record their essential Client Statistics, i.e. Income, Expenses, Assets and Liabilities, and track changes in these over time. The finPOWER Connect Client Statistics Add-On is designed to do this efficiently and intelligently with the ability to add or remove the statistics recorded and define the frequency of the data entered.

Clients form; Statistics page

Different sets of Statistics can be recorded for different Client Groups so that the information captured for a company client is different to an individual client. Default amounts can be applied to each "statistic", such as Telephone", so that data capture is made faster and standard values are maintained.

Important information, such as Available Income, Available Assets and Debt Ratio highlighted.