IOOF Portfolio Service
The IOOF Portfolio Service (IPS) product range offers a premium portfolio management service for your client’s investment, super and pension needs.
As an adviser, IOOF Portfolio provides the following benefits:
- Comprehensive investment menu - you can offer your clients a broad range of investment options to match their investment needs.
- Easy to manage your clients’ accounts - using Portfolio Online you can easily view and manage your clients’ accounts in one place. You can do everything from downloading client reports, through to booking your clients in to insurance tele-interviews.
- Competitively priced insurance options - your clients can access comprehensive and competitively priced group insurance through IOOF Portfolio Online. This includes death, TPD and income protection.
- Fee aggregation - When you link accounts belonging to your clients and their immediate family, they may be able to save on their Administration Fees. This not only lowers their costs, but also provides an opportunity for you to expand your client base.
Find out more about IOOF Portfolio Service
Offers greater functionality to provide more control and involvement in the investment process.