with glacier’s new investment hub, · 2017-08-22 · manage client information easily create and...
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W i t h G l a c i e r ’ s n e w I n v e s t m e n t H u b ,
w e ’ v e t a k e n t h e n e x t s t e p i n t h e
d i g i t a l c l i e n t s e r v i c e s p a c e
W I T H G L A C I E R ’ S I N V E S T M E N T H U B Y O U C A N :
Manage client information easily
Create and analyse model portfolios
Generate customised investment proposals
Use a straight-through, paperless process
Manage workflow with a helpful and intuitive dashboard
T H E K E Y F E AT U R E S
M A N A G E
Manage cl ient information easi ly by
creating and maintaining detai ls from
one central place. Import cl ients from
your own cl ient management system
and store a variety of cl ient
documents. Use the search fi l ter or
advanced search to find cl ients.
F i n d c l i e n t s u s i n g t h e s e a r c h f i l t e r
C l i c k t o i m p o r t c l i e n t
C l i c k t o i m p o r t c l i e n t
C l i c k t o i m p o r t c l i e n t
A l l c l i e n t i n f o r m a t i o n s t o r e d u n d e r ‘ C l i e n t S u m m a r y ’
U p l o a d a n d s t o r e c l i e n t d o c u m e n t s
U p l o a d a n d s t o r e c l i e n t d o c u m e n t s
C R E AT E
Create model portfol ios by selecting
funds, al locating percentages and
defining the risk levels and benchmarks.
You can also analyse and compare
di fferent portfol ios and wrap funds as
wel l as create customisable reports to
present to cl ients.
C r e a t e a m o d e l p o r t f o l i o u n d e r ‘ P o r t f o l i o A n a l y s i s ’
S e l e c t t h e f u n d s , r i s k l e v e l , b e n c h m a r k s
a n d a l l o c a t e p e r c e n t a g e s
P r e s e n t r e s u l t s t o c l i e n t i n a c o m p r e h e n s i v e r e p o r t
T h i s i s a l s o a v a i l a b l e i n ‘ W r a p F u n d s ’
A n a l y s e a n d c o m p a r e p o r t f o l i o s
G E N E R AT E
Prepare a quick quote or customised
proposal for your cl ient’s new or
current investment. Complete the
appl ication form through an
easy to use web-based front-end that
wi l l guide you through the steps.
C r e a t e a n e w i n v e s t m e n t c a s e
S e l e c t t h e c l i e n t n a m e
S e l e c t t h e p r o d u c t
C o n f i r m i n v e s t m e n t a m o u n t
C o n f i r m i n v e s t m e n t a m o u n t
S e l e c t m o d e l p o r t f o l i o s , o w n f u n d s , w r a p
f u n d s o r s h a r e p o r t f o l i o s
S U B MI T
Submit investment proposals and
appl ications with a straight -through,
paperless process and al low cl ients to
sign digi tal ly. When fi l l ing in information,
you won’t need to recapture data such
as cl ient detai ls.
C o n f i r m i n v e s t m e n t a m o u n t s , i n v e s t m e n t o p t i o n s a n d e x p o s u r e
A d d c o n t a c t d e t a i l s , b a n k d e t a i l s , t a x i n f o r m a t i o n a n d m o r e
N o n e e d t o r e c a p t u r e d a t a
A t t a c h d o c u m e n t s f r o m t h e i n v e s t m e n t c a s e o r C d r i v e .
F i n a l i s e s i g n i n g i n t h e a u t h o r i s a t i o n p h a s e
S e n d d o c u m e n t s e l e c t r o n i c a l l y o r p r i n t t h e d o c u m e n t s
D i g i t a l l y t r a c k w h o h a s s i g n e d
F i n a l i s e t h e i n v e s t m e n t c a s e
T R A C K
An intui t ive dashboard helps you
manage your workflow and digi tally
track al l your cases. The dashboard
al lows you to view previous actions
and alerts you of any information or
tasks that are outstanding.
T r a c k a l l y o u r c a s e s w i t h t h e d a s h b o a r d
W h a t d o e s t h i s me a n f o r y o u ?
Yo u c a n a c c e s s t h e G l a c i e r
I n t e r m e d i a r y W e b , f e a t u r i n g t h e
I n v e s t m e n t H u b , v i a S a n p o r t .
T H A N K Y O U
G L A C I E R F I N A N C I A L S O L U T I O N S ( P T Y ) LT D I S A L I C E N S E D F I N A N C I A L S E R V I C E S P R O V I D E R .
Any information contained in this presentation as well as any opinions expressed and information provided by any employee, officer or director of Sanlam Life Insurance Limited (“Sanlam”) and any of its subsidiaries during and pursuant to this presentation, shall not be construed as advice as contemplated in the Financial Advisory and Intermediary Services Act 37 of 2002. Neither Sanlam nor any of its subsidiaries accordingly accepts any liability whatsoever for any direct, indirect or consequential loss arising from the use of this document or its contents.