Intermediaries
Registration is required to access the unique valuation and service modules that have been specifically developed for our intermediary clients. Functionality includes
- Company Overview
- Customer Valuations
- Business Tracking and Submission
Partners
Distribution partners have access to additional functions which help manage the flow of business.
- Pipeline Management
- Management Reporting
- Campaigns
For access to the portal, click the button (opens in a new window).
CLICK HERE
Portal
Simplifying the business of doing business
Our relationship with our intermediaries, distribution partners, and of course, investors is paramount to building a successful business. We have invested in a technology portal which can be used by all of our partners to help develop and manage their businesses more effectively.
Account Management
Specifically designed for our partners, the Portal allows for the effective management of information about account activities including specific pipeline tracking.
Valuations
Client and portfolio holdings are critical for client presentations. The Portal provides valuation summaries by account, agent, or tax wrap for on demand indicative valuations.
Communications
The Portal will allow for tailored communications to clients, distributors, and partners. Targetted mailing lists with dynamic content are a key feature of the portal.
Channel Management
The Portal provides a number of tools that help distributors manage their client and account relationships. Obvious emphasis on wrappers, total sales, and fund preferences.