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PORTFOLIO
CONSOLIDATION
The wrap account allows you to wrap all
investments of your clients into one account and provides a
consolidated view of all investment products such as stocks, unit
trusts, bonds, physical property etc...
You will be able to view, monitor and manage
your client's portfolio online and perform portfolio rebalancing where
necessary. It makes the overall process more efficient and effective.
Transfer & Consolidate: A faster way to
build AUA.
You can help your clients to consolidate all
their unit trusts investment holdings by transferring them from
different distributors or platforms into one account on the iGP
platform.
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