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.
- 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.