Composer provides extensive facilities to assist client service personnel in the management of phone support and enquiries. Composer provides a client centric view of the member or investor. Details of all accounts and associated transactions are instantly available. Transactions, correspondence records and images can all be accessed from a single window, making Composer an ideal vehicle for quickly and accurately responding to the service requests of members and investors, employers, planners and custodians alike. All information is available quickly and in one place including a full history of all:

• Transactions and their status (checking, pending, waiting price etc)
• Holdings and crystallised balances
• Distributions (including component level breakdown)
• Management fees and any associated rebates
• Correspondence items (inbound and outbound)
• The status of payments
• Fees, charges and taxes
• Commissions and related payments

This information is available for individual investment options and on a consolidated basis and an audit trail is provided complete with before and after images and time, date and user id stamping.

Composer also provides extensive CRM capabilities for IFA's including:

• enhanced contact management capabilities allowing the capture of any details that a financial institution has had with either the investor or an external party.
• Bulk emailing of sales material such as personalised invitations
• Approved product lists for Financial Adviser's.