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Advisor guide
Assist your clients and manage their requests on FinanceHub.
LPP search requests
When a client submits an LPP request, you are notified. Find the request under Administration → LPP Management.
Each request shows name, date of birth, AVS number, and funds to search. Enter the found assets and institutions in the response field.
Mark the request as processed. The client receives an email notification.
Client follow-up
The CRM gives you an overview of your clients. Note important information for each contact.
You have access to all simulators to perform analyses during client sessions.
Shared spaces
A client can invite you to their family space so you can access their shared data and collaborate directly on their financial projects.