Partners Life has launched Evince 2.0, an updated version of its client information gathering tool.
Evince was first launched in 2019, but the firm says this new version includes a range of enhancements and new features.
A key aspect of Evince is a questionnaire that builds a profile of the client, which they can fill out prior to meeting with their adviser.
“Since we first released Evince a few years ago, we have made hundreds of improvements,” says the firm. “However, this version deserves the name 2.0 because it is a total rebuild.”
Partners Life states that all the improvements are a result of adviser feedback and client testing, “…so we’re confident you’re going to get even more enjoyment and value out of the system”.
Advisers wanting a demonstration of Evince 2.0 can contact their Partners Life Adviser Distribution Manager.
See our story: Partners Life’s Evince Tool a Hit With Advisers