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
Contact your Workplace Solution Manager or your Client Solutions Manager