Intelligent Money has developed IMAP (Intelligent Money Application Protocol), a sophisticated, yet simple and intuitive, fully online (paperless) management tool for advisers and their clients.
Illustrations, applications and transfers, client management and document storage are all accessed, delivered, actioned and stored by IMAP via a simple, secure, online interface. IMAP also offers full risk profiling and mapping directly into the relevant IM Optimum Portfolio(s) for each client.
Your clients can also access their own IMAP view for their daily valuations, holdings and all documents relating to their investments – on their desktop, tablet or phone.
So whilst you and your clients have the reassurance that comes with a traditional investment management service, you also have the benefit of secure online management and access.
To find out more or register with us for for IMAP, please contact us on 0115 94 84 200. If you are a large firm looking for API connectivity please ask for Marcus Waldram or Alex White.