formEX is a complete data capture and recording tool for your financial services business.

based on the latest digital pen technology, it is the ultimate data capture solution for the financial services industry.

Imagine the efficiency of single entry of client information. Meet a new client, fill out the client data questionnaire and send it back to the office via your mobile phone where it is instantly saved in the client file without having to retype it.

formEX saves over two hours of data entry for every new client. What could you do with the extra time it saves?

formEX will increase your profits and increase your productivity.

We can help you with everything you need: from our award winning software to the hardware you need to make it happen! See just how much time formEX save YOU.

 

Sole Operator

  • 10 new clients per month
  • 2.5 hours per client - data entry
  • 25 hours per month - typing fact finds into computer
  • Your time is much better spent finding new clients of with your family, than typing...
  

1 Planner Office

  • 15 new clients per month
  • 2.5 hours per client - data entry
  • 37.5 hours per month - typing fact finds into computer
  • Para Planner @ $60,000 = $30 per hour
  • Total cost of typing $1125 per month
  • Para Planners time can be much more productively spent in areas other than being a glorified, overpaid typist...
  

5 Planner Office

  • 75 new clients per month
  • 2.5 hours per client - data entry
  • 117.5 hours per month - typing fact finds into computer
  • Para Planner @ $60,000 = $30 per hour
  • Total cost of typing $5650 per month
  • Para Planners time can be much more productively spent in areas other than being a glorified, overpaid typist...
  

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