With Glacier’s new Investment Hub, · 2017-08-22 · Manage client information easily Create and...

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.