Financial Needs Analysis.
Easily uncover sales opportunities with this complete tool for analyzing your prospect or client's insurance and investment needs. Kronos FNA enables you to help your client understand their risks, and develop a plan to manage them.
Analysis at your fingertips
Kronos FNA meets compliance requirements. Save a log of the changes made in your client’s FNA. Keep complete and up-to-date files, linked to your FNA, in Kronos Finance.
Produce professional reports
Produce professional-looking reports, with tables and charts, by selecting which analyses you would like to include.
Complete coverage of financial needs
Get an overview of your clients' financial needs in a glance.
Save time by avoiding double data entry
No need to enter all of the information twice. Your data is integrated directly in Kronos FNA, via your Back Office or Kronos Finance
A high-performing analysis of financial needs
Within the app, find the functionalities that allow you to offer the best client service in full compliance, while using a single application.
Give your clients access so that they can update their profiles and save you time
Record of the changes
Compare the old reports to the new ones in order to target changes
Analyze liquidity upon a death and maintain revenue
Determine the objectives concerning retirement
Serious illness analysis
Determine the amounts necessary in case of serious illness
Evaluate the monthly lack to be made up in case of a disability
Calculate the savings accumulated following debt consolidation
Data collection form
Print the data collection form with the information contained in Kronos FNA
More than 10,000 satisfied users across Canada!
"Kronos FNA's reports are simple and easy to understand."
"I save a lot of time with client access."
"Kronos FNA works perfectly with Kronos Finance."
Begin your free trial
- Two week free trial
- Customized personal reports
- Compliance ensured
Learn more about Kronos FNA
Tricks of the trade
Solid advice from our experts to help you optimize your business practices. See how the best advisors work so you provide your clients with unparalleled service.