Sophisticated IT tools and administrative
solutions will greatly improve your productivity and efficiency.
You can capitalise on the iGP business tools
where they can access useful client information instantly with a few
simple clicks of the button. Thus, you will be able to respond faster
to your client's request and provide better service.
Our technology gives you the competitive
In a world amidst constant technological change,
iGP is constantly pushing forward in the technology arena in order to
make a difference to the businesses of our partners. Finding the right
investment options within the thousands of securities available can be
time-consuming and challenging. iGP's online tools and transaction
modules are easy to use and highly efficient, producing the insight
and clarity that can lead to smart decisions.
The tools fully utilise iGP's IT experience and
understanding in the financial advisory industry to manage client's
investments. You can use the interactive tools available to actively
monitor current portfolios and cost alternatives to ensure that
fiduciary responsibility is exercised.
Use the following interactive tools to assist in
your unique financial planning needs:-
Online Account Management
The online account management tools on iGP
platform are developed with ease-of-use, functionality and efficacy in
24/7 online access to clients' information
Consolidated view of all investments (funds,
stocks, bonds, Cash Account and others)
Display of client assets according to the
investment products in various formats
Easy-to-use search filters. Search for specific
clients or group of clients that satisfy specific criteria that you
have selected. For example, for the purpose of mass portfolio
rebalancing, wealth advisers can choose to pull out a list of clients
that are currently invested in funds investing in specific
Customised ceiling and floor price alerts
Portfolio Analysis Tools
The portfolio analysis tools on the iGP website
enable you to take a consolidated view of your clients' current
investment portfolio composition versus the initial portfolio
composition to analyse how each investment has appreciated relative to
the others and whether there is a need for rebalancing.
You are able to view charts classified by
product type, geographical, asset class and others.
Online Transaction Module
The online transaction module iPASS allows
wealth advisers to execute unit trust transactions through the
Internet. It is a powerful tool that enables transactions to be
carried out without having to meet the client physically.
Through iPASS, advisers are able to create
transactions online and upon completion, clients can login to the iGP
website to review and authorise the transaction with a password.
iPASS removes the need for the physical presence
of either adviser or client for verifications and authorisations. This
enables transactions to be processed even when wealth advisers and
clients are at different places. It is especially useful for handling
urgent transaction requests and overseas clients.
Mass-Switch Transaction Module
This is a particularly useful tool that allows
wealth advisers to switch the holdings of their clients in one simple
transaction module. For example, if wealth advisers urgently require
their clients to switch from one particular fund, the mass-switch
transaction module will display the list of clients who have that
fund, and perform a switch into another fund, in one single switching
For example, let's assume that you wish to
switch all your clients' holdings from fund A to fund B and you have
50 clients with investment holdings in fund A. Instead of submitting
50 paper or online switch transaction orders, you only need to key in
one mass-switch order to switch out the 50 clients' holdings in fund A
holdings to fund B.
This is a very useful tool when adviser is
carrying out mass portfolio rebalancing for all clients. It saves time
and reduces unnecessary administrative work.