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IOOF Online

IOOF Online is the secure, online portal to manage your clients’ portfolios.

Our adviser portal with cutting edge technology, simple infographics and innovative tools will make a real difference to you in managing your clients’ portfolios.

Key features

  • Superior interface and easy access to client information developed from extensive user testing.
  • Sophisticated security features that allow you to grant and manage access to your support staff, whether it’s providing them with limited or full access.
  • Advanced search facility that allows you to search a broad range of parameters and download the results or segment your clients to run reports.
  • Comprehensive reports to give you the big picture succinctly.
  • Flexible trading and investment instruction functionality.
  • Easy to use online forms to help improve efficiencies for you and your support staff.

Video tutorial

Learn more about IOOF Online