Advisor Centre
Work smarter and faster
The Advisor Centre is your file management platform. You can easily view pending files and access client contract details.
Easier contract and file status follow-ups
Quickly access information about client contracts and follow-ups.
- Search contracts
- Search follow-ups
- View client files: account balances, statements, transaction confirmations
- View commission statements
Useful tools and documents
Tap into tools and documents that help you work more efficiently day to day.
- Practical tools like financial calculators and personal needs analysis
- Administrative documents
- Sample policies
Shortcuts to keep it simple
Get in touch with our team
All the support and people you need, from sales to partner services. We're just a click or call away.