Part of building a world-class business and aligning our business with the latest technology means focusing on improving efficiencies for our intermediaries. This new way of working means intermediaries can spend less time processing information, and more time getting results.
Simpler systems, less paperwork, better data management and a great new quoting system give you more power to get things done on your own terms. You’ll be able to manage more clients with less effort for you and your team.
These five key features of the Sanlam Personal Portfolios Investment Hub allow you to:
Manage client information easily
Create and analyse fund and model portfolios
Generate customised investment proposals
Use a straight-through process for paperless online applications
Manage workflow with a helpful and intuitive dashboard
Learn and understand the key aspects of the Sanlam Personal Portfolios Investment Hub in this quick overview.
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Overview
Tutorial 1
Tutorial 2
Tutorial 3
Tutorial 4