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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 edge

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 mind.

  • 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 geographical sectors.

  • 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 exercise.

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.


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