Financial Advisory
A web platform that helps takaful and financial advisors manage clients, policies, payments, and commissions in one place. It streamlines fact-finding, prospecting, and performance reporting for advisory practices.
The platform supports takaful and Shariah-compliant financial advisors in running their day-to-day practice. Advisors capture detailed client fact-finds covering cash flow, retirement, education, estate, zakat, and risk appetite, then link each client to policies, riders, and investment products. Payment and commission workflows accept bulk Excel uploads for reconciliation against provider statements, while prospecting tools track leads through to conversion. Built on Laravel with a Bootstrap interface, the system centralises reporting, adjustments, and Balanced Scorecard metrics so agency managers can monitor advisor performance and portfolio health.