ABOUT US

INTELLIGENT TECHNOLOGY

Intelligent technologyA bespoke IT system offers fully integrated client management, processing and reporting, thereby delivering information faster. Along with this our secure web portal this includes:

  • the facility to place certain deals online;
  • instant access to your clients’ pension data;
  • our ‘illustration wizard’, including ‘what if’ scenario planning;
  • application forms and product literature downloads; and
  • electronic data feeds so e-investment affiliates can report electronically.


DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.