Good news! It is now possible to obtain, in just a few clicks, a list showing the fund performance for your block of business, presented by client, for the period you select.
This will be useful and help you:
- Be proactive with your clients and offer them the support they need when markets become more uncertain
- Find various follow-up and sales opportunities with your clients related to their respective investment strategies
How to get it:
- Go to your secure Advisor Centre.
- Go to the My clients section.
- Click on this image at the bottom of this section.
- Select the first report, titled Tracking my clients’ investment performance and select a date.
- You will receive a new email in your secure messaging inbox.
- Consult the new report in this email.
Use this functionality today and share the benefits with your clients!