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New in the Advisor Centre | Tracking your clients’ investment performance

Sep 15, 2020 11:42:01 AM / by iA

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:

  1. Go to your secure Advisor Centre.
  2. Go to the My clients section.
  3. Click on this image at the bottom of this section.mesclientseng-1
  4. Select the first report, titled Tracking my clients’ investment performance and select a date.
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  5. You will receive a new email in your secure messaging inbox.
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  6. Consult the new report in this email.
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Use this functionality today and share the benefits with your clients!

 

Topics: Savings, Tools

Written by iA