Broker portal is a secure business and client platform that replaces our current broker centre. It contains all the functions and business tools that will help brokers businesses become more effective and efficient. Available on one platform with a single log in, brokers will be able to submit straight through new business, process next day free fund switches, access all our market leading business tools such as iPort, MyPension365 and so much more.
In bringing you Broker Portal, we’ve have teamed up with world class tech partners Salesforce, DocuSign and Onfido to bring cutting edge digital advice technology that will help support you in your face to face social distance meetings and your digital advice journey. Broker Portal underpins our goal, to provide you with the tools to build your business into the future.
To learn more about Broker Portal and all that it can do for you, please view our Irish Broker article on Broker Portal