MAXX improves the efficiency of your business

System for administration of contracts, clients, intermediaries, and processing of commissions

MAXX is a comprehensive tool for the administration and control of back-office and front-office.

A program intended for financial advisors that reduces labour demands, it digitises and automates processes in key areas.

The system processes any number of financial products from various financial institutions (insurance, investments, building savings schemes, supplementary pension insurance, loans or banking products) and is created in such a way that it fully covers the requirements of financial product sales personnel, regardless of the size and type of distribution network and means of organising sales (from Multi-Level Marketing MLM to a flat organisational model).


Key properties

Modularity
Individual possibility of selecting modules, variability of their configuration and integration into other IT systems.
DATA PROTECTION AND SECURITY
Authentication of users, definition of degree of authorisation and roles, authorisation and monitoring of performed activities.
Cloud
Lease and operation in secured data centre without limit on data volume.
ONLINE INTEGRATION
Automatic data exchange with financial Institutions.
LEGISLATION
The system fully complies with the legislative requirements and is updated regularly in connection with their changes.
UPDATE
Regular updating of products, information, rates, constant technological development.
RESPONSIVE DESIGN
Accessibility and conforming of application to any device (PC, tablet, telephone).
PARAMETERIZATION
Definition and individual configuration of processes and rules for processing contracts, commissions, career.

If you want to learn more about the MAXX product, please contact us.

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