01
Clients
Keep client information, addresses, relationships, groups, notes and related records organised.
ARTHPOORN · The complete financial portfolio management system
Your Clients.
Your Portfolio.
One Place.
Arthpoorn is designed for Postal Agents to organise and manage client portfolios, products, deposits, documents and related records in one place.
FPMS application screenshot
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What FPMS brings together
Managing your business means managing a lot of information.
Clients, financial products, deposits, documents, relationships and follow-ups all form part of the picture.
02
Financial Products
Maintain products, providers, deposits, rates, frequencies, nominees and co-applicants.
03
Documents & Records
Keep supporting proofs and other information associated with the records where they belong.
“You already know your business. FPMS helps you manage it.”
Technology should support the agent's workflow — not get in the way of it.The bigger picture
One client. A complete portfolio.
FPMS keeps related information connected so the client's overall portfolio can be managed as one picture.
Personal Information
Products
Documents
CLIENT
Deposits
Nominees & Co-applicants
Notes & Follow-ups
Inside FPMS
See the application in action.
Client List screenshot
Client Management
Find and manage clients from one organised view.
Masters screenshot
Masters
Maintain information used throughout the application.
Client / Portfolio screenshot
Portfolio Information
Keep products and related details associated with the client.