+44 (0)207 489 2050 info@worldflow.net

IFA Connect

IFA Structured Products / ETF content management

  • Deliver access to compulsory funds information packs to the IFA bas
  • Give the end-user the ability to setup portfolio’s of holdings, price them near-time
  • Give access to Research, Marketing and other investment drivers to the end-users based on their preferences and the desire of the fund manager to address certain market areas

Personalised

  • Clients search for products by underlying, sector, industry and numerous other criteria
  • Users can create, store and edit search filters to match their own interests
  • The Admin teams can push documents for users to focus on

Controlled Access

  • Access based on document categorization and user or group membership
  • Devices can be blacklisted and removed from access centrally

Detailed Usage Analysis

  • Centrally examine whether the end-users are changing portfolio’s and reading materials
  • Allow for Advisors to contact and be contacted by their registered clients