Online Account Management
The online account management tools available on IFA Central are developed with ease-of-use, functionality and efficacy in mind.
The online account management tools we provide include:
- Round-the-clock online access to client information, including the latest valuations of clients' assets
- Customized ceiling and floor price alerts
- Display of client assets in various formats, including by mode of payment (i.e. cash, CPF-OA, CPF-SA or SRS), by fund currency (choose between 5 currencies including SGD, USD and EUR) or by asset allocation (i.e. Equities, Fixed Income, Money Market etc)
- Easy-to-use search filters. Search for specific clients or group of clients that satisfy specific criteria that you have selected. For example, for the purpose of mass portfolio rebalancing, advisers can choose to pull out a list of clients that are currently invested in funds investing in specific geographical sectors
Useful client information can now be found with a few simple clicks of the button and advisers can now respond faster and provide better service to their clients.
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