iNomineo

iNomineo is an application exclusively dedicated to the partners CGPI (Independent Wealth Management Advisors), brokers and large accounts of Generali.

iNomineo facilitates the service you provide to your customers, by providing 24-hour access to essential information about them, in a secure way.

Completely free, the iNomineo app offers a wide range of mobile services. It is accessible with your identifiers and login passwords to the Nomineo extranet.

MAIN FUNCTIONS

You can search for a customer by name or contract number, and add a customer folder to your favorites for quick retrieval.

For each contract:
- Characteristics of the contract: duration, options, method of payment, beneficiary clause ...
- Amount of savings reached
- History of movements over the last 3 years
- List of transactions: payments, redemptions, advances ...
- Composition of the portfolio and distribution of financial funds
- Performance of financial funds: since the beginning of the year, over 1 year slippery, 3 years slippery.
- Contact details of your customers

You do not have access to iNomineo yet?
We provide you with a demo account. Install the app and sign in with the following access:
- login: demo
- password: demo
A problem with the application? A request for evolution?
Contact us by sending us a message at N3@generali.fr