Give your clients a modern, connected way to engage with their wealth. Our Digital offering provides secure, real-time access to portfolios, performance and reporting, all powered by the same platform that runs your front-to-back office. From digital onboarding to everyday portfolio check-ins, IMiX Digital delivers a consistent client experience across every device.
Your clients’ portfolios, wherever they are. The IMiX Mobile App puts the essentials of the client experience in your clients’ hands. Designed for quick, regular check-ins, it gives an at-a-glance view of portfolio value, holdings and performance, with the ability to drill down into transactions and asset allocation when more detail is needed. Built on the same IMiX platform as the Web Portal, the app ensures that what clients see on their phone is consistent with what they see online and with what their adviser sees in the office. One platform, one set of data, accessible on any device.
Key features
Portfolio valuation and holdings at a glance
Performance and asset allocation views
Transaction history with drill-down detail
Consistent data across app, portal and IMiX back office Secure access, connected in real time to IMiX
IMiX Mobile App
IMiX Web Portal
A clear, secure window into your clients’ wealth.
The IMiX Web Portal gives your clients direct, online access to their investments, drawn from the same live data your teams use every day. Because the portal connects to IMiX in real time, the valuations, holdings and performance your clients see always match your book of record.
Clients can move from a high-level portfolio summary down into individual transactions, asset allocation and performance, giving them the detail they want without having to contact their adviser for routine information. For firms offering execution-only services, the portal provides the functionality for clients to manage their own investments.
Onboarding is fully digital. Custom workflows and tailored KYC/AML checks take new clients from application to active account with less paperwork and fewer delays, and lifecycle management keeps their records current as their relationship with your firm develops. Batch reporting with automated email notifications ensures clients know as soon as new reports are available.
Key features
Digital client onboarding with full lifecycle management
Custom onboarding workflows with tailored KYC/AML checks
Execution-only functionality
Drill-down into transactions, asset allocation and performance
Batch reporting with automated client email notifications
Cloud-hosted, with real-time connectivity to IMiX
