Welcome to I-Manage,
You can now:
Search for client information.
View a client’s AFLO report.
Do a Financial Needs Analysis (FNA), and complete the sale digitally.
You can even work offline
Operate in an area with bad network coverage ? That’s not a problem! Once you have searched for the client information, you will be able to complete the sales process offline.
You can now:
Search for client information.
View a client’s AFLO report.
Do a Financial Needs Analysis (FNA), and complete the sale digitally.
You can even work offline
Operate in an area with bad network coverage ? That’s not a problem! Once you have searched for the client information, you will be able to complete the sales process offline.
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