Vision says the technology will identify to advisers automatically to clients approaching expiry of redemption penalties, clients that have no life or payment protection cover or clients without a will. It will also highlight clients with large sums in savings accounts.
The software also allows for risk profiling and integration with Assureweb for pensions and bonds comparison quotes.
Vision Network director Chris May says: “The current market conditions couldn’t be more compelling for brokers to support a wider range of revenue opportunities. Crystal’s latest version of Momentum allows brokers to identify opportunities at point of sale and simplifies the process for delivering the products identified in the fact find.”
Crystal managing director Jon Whitmore says: “This is a major enhancement to the Crystal product range and is key to our vision of supporting distributors in the mortgage and IFA sectors”