Microsoft Teams lets you communicate directly with Clients in a variety of ways. You can hold one-on-one audio or video calls, meet several Clients at once and host webinars. It integrates seamlessly with other Office 365 applications, and allows you to collaborate with team members via online chat and file sharing.
Comprehensive suite of industry leading technology
We are invested in technology solutions that make digital interactions feel modern, convenient and synchronized. Clients can access financial plans and portfolio information anywhere, at any time – on any device. We have also introduced digital forms, e-signatures and other interactive tools that make doing business with us simple and Client-friendly.
As an Advisor, you will have access to Salesforce, the top-rated customer relationship management (CRM) software. This is the number one CRM platform for efficiently building, managing and servicing your growing Client base. And because it’s cloud-based, you can stay connected from anywhere.
Our IG Client portal gives Clients real-time access to their IG accounts and investments, 24/7, from any device. Clients can view their IG Living Plan™, personalized IG Living Plan Assessment and your financial recommendations. The IG Wealth mobile app also gives Clients easier access to their accounts.
Our Marketing on-demand portal lets you easily order marketing collateral and stationery, in digital or print formats, at competitive prices. AdvisorStream provides you with shareable content and high-converting landing pages while Hootsuite lets you manage your social media campaigns in one place.
Through digital forms, DocuSign and end-to-end processing of digital requests, Advisors enjoy straight through processing which allows for Client accounts to be opened instantly while mitigating the risk of clerical errors. Office 365 offers a suite of core applications including Word, Excel and PowerPoint. Its cloud services provide easier team collaboration and give you the ability to work from anywhere – securely and reliably.
Enhancing development is easy with blended learning capabilities and content that’s relevant to each individual. Our IG University delivers access to over 800 hours of CE approved content and 200 courses on the SuccessFactors platform – and yes, it’s available on the go through mobile phone / iPad.
Our IG Living Plan Portal redefines financial planning tools. As you effectively engage Clients – remotely or in person – this planning software allows you and Clients to build scenarios covering all their planning goals. It will help you to: quantify your planning value, reduce financial erosion, provide data-driven recommendations based on Client preferences and visualize their progress towards their financial goals.
IG Wealth Management has introduced a new first-to-market, best in class financial planning collaboration tool with powerful software, intelligent design and an easy to use interface – whether remotely or in-person. As a cutting-edge financial planning software, Conquest enables us to build on the planning expertise we are known for. Conquest can quantify our planning value and help reduce financial erosion. It provides data-driven recommendations based on client preferences, a visualization of progress towards financial goals, and an experienced-based planning journey.