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