This Adviser Customer Experience (ACE) app is a robust and simple-to-use financial planning tool designed for Financial Adviser
Representatives (FARs) of Singlife Financial Advisers.
This comprehensive end-to-end iPad application makes it easy and effective for FARs to conduct fact find with clients, upload
supporting documents electronically and submit for supervisor’s review. For Singlife proposals, the information provided in the app are
prepopulated and FARs can submit proposals directly to Singlife for processing.
Key features:
- Easy submission of your client’s Financial Planner via the app without the need for hard copies
- Personalised dashboard overview of your existing client’s cases
- User-friendly interface for client case management with on-the-go document submission feature
- Comprehensive features for uploading necessary documents electronically
- Advocates safe handling of client information
Requirements for use:
- Apple iPad with iOS 11.0 (or higher) installed
- WIFI or 3G/4G data connection
- Only advisers and supervisors who are existing users of the Singlife Online portal can log in and use this app.