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