New retirement and estate planning modules added, new enhancements for 2010

Investment in technology infrastructure is a core focus at illustrate inc We are continually working to enhance our platform to meet the industry’s rapidly evolving needs. In 2010, our core components and framework will be compliant with Microsoft Windows 7.

Over the course of the coming year, we will continue to expand the breadth and depth of our flagship One Point Unified System, otherwise known as OPUS, with a powerful suite of modules designed to support the entire sales life cycle. Our newest modules, retirement and estate planning, are designed to create valuable sales opportunities by identifying and quantifying your clients’ short- and long-term financial goals compared to available resources.

In 2010, OPUS will be enhanced to run in online or offline mode. This simply means that the application will be smart enough to detect whether you have internet access or not and launch the appropriate version. There are significant savings to be realized in development and training from having one application that looks and feels the same in either desktop or web environments.

More exciting enhancements are planned for launch in 2010, including electronic prospecting, illustrations on personal digital assistants (PDAs) and E-signature capability.
Look for more details in upcoming issues of Insight.

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