Skip Ribbon Commands
Skip to main content

Sanlam Personal Portfolios Sanlam Personal Portfolios

Contact Us

  • 061 294 7111

Email Us

Skip Navigation LinksNamibia

Introducing the Sanlam Personal Portfolios Investment Hub

With the Sanlam Personal Portfolios Investment Hub, doing less means you can do more.

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.

 

5 Key Features

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

Quick Guide

Learn and understand the key aspects of the Sanlam Personal Portfolios Investment Hub in this quick overview.

download

How to use the Sanlam Personal Portfolios Investment Hub

Watch our quick and easy videos below to familiarise yourself with the Sanlam Personal Portfolios Investment Hub platform.

Overview

Key Features

Tutorial 1

Managing client information

Tutorial 2

Analyse and create model portfolios

Tutorial 3

Creating an investment proposal

Tutorial 4

Submit an investment

Sanlam Life Insurance is a licensed financial service provider.
Copyright © Sanlam