We've developed mobile apps to help make your job easier.
Investment Modeller (Openwork Mobile)
Exclusive to Openwork, Investment Modeller can be used to help visualise potential shortfalls in your clients’ investment planning. Taking your clients’ existing investments and objectives into account, the tool simulates various scenarios to help clients better understand how likely they are to achieve their investment goals.
Our Lender Source App for iPad is powered by Mortgage Brain. It allows you to source mortgages from our panel of lenders in real time, and gives you mobile access to mortgage calculators.
The app is designed for use during the initial stage of the point-of-sale process as a ‘presentation tool’ and will help you conduct a quick and thorough product search and selection process for your clients.
Also exclusive to Openwork, our Life Calc app for iPhone, iPad and Android enables you to quickly calculate your clients’ protection needs for life, critical illness, income protection and whole of life cover, based on their current circumstances. You’ll also be able to visually demonstrate any gaps in cover and results can be emailed directly to you or your client from the app.