Our on-line tools
A policy monitoring platform
Although we do not do the same job, we have, however, learned about yours. All these years working with financial advisors and asset management professionals has enabled us to learn more about your expectations and what you need in order to carry out your activities.
We have developed a totally secure platform for you for monitoring contracts on-line enabling you to monitor your clients' portfolios and operations affecting the contracts on a daily basis.
Thus, as a distributor or insurance broker, you can monitor your client' contracts.
- Entry of operations and related details
This tool enables you to respond swiftly to your clients' demands and prepare your follow-up meetings with your clients as well as possible. In order to benefit from access to information relating to a policyholder's contract, it is, however, essential for your client to have signed an information mandate in your favour.
A financial data platform
Also, in partnership with a world leader in finance information, Morningstar™, we have set up a platform for consultation of data regarding our funds. We place a whole battery of tools at your disposal via our website the purpose of which is to enable greater understanding of our range of funds and facilitate monitoring of the evolution of financial products (classification of funds, performances, volatility, downloadable fund files in several languages). This will make it easier for you to gather all the information you need to fine tune your investment advice.
We also offer you the possibility of consulting and downloading data on the evolution of the value of investments and historic performances of all our funds with a daily update of data transferred.
Another tool enables you to create simulated fictitious portfolios to show to prospective clients.
We also regularly forward hard copies of our list of funds and we inform you by email of any evolution or major change to the range.
All of this enables you to monitor the policies taken out with us effectively from the comfort of your office.