Perspective Moneyinfo Manager
Provides advisers access to the MyPerspective client portal whilst on the move.
About Perspective Moneyinfo Manager
Perspective Moneyinfo Manager gives financial advisers, wealth managers and linked professional services access to the power of the MyPerspective client portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, share documents and securely send and receive messages to and from your clients.
View your clients and their portfolio information:
• Get ready for your meetings with access to your clients portfolio and other information
• Respond quickly to client queries
• Filter your client list with advanced search capability
Communicate securely with your clients:
• Send and receive secure messages and get push notifications when your client gets in touch
• Respond to client messages quickly and easily
• Share documents with your clients
• Access an audit trail of communications relating to your client
The Perspective MIM app is available to colleagues of Perspective Financial Group.
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