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Intermediaries Glacier Investment Hub | Intermediaries

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Investment Hub

Introducing Glacier’s Investment Hub

With Glacier’s new Investment Hub, doing less means you can do more.

Part of building a world-class business and aligning our business with the latest technology means focusing on improving efficiencies for our intermediaries. This new way of working means intermediaries can spend less time processing information, and more time getting results.

Simpler systems, less paperwork, better data management and a great new quoting system give intermediaries more power to get things done on their own terms. They’ll be able to manage more clients with less effort for them and their teams.

5 Key Features

These five key features of Glacier's Investment Hub allow you to:

Manage client information easily

Create and analyse fund and model portfolios

Generate customised investment proposals

Use a straight-through process for paperless online applications

Manage workflow with a helpful and intuitive dashboard

Quick Guide

Learn and understand the key aspects of Investment Hub in this quick overview.

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How to use the Glacier Investment Hub

Watch our quick and easy videos below to familiarise yourself with the key features of the Glacier Investment Hub.

Overview

Key Features

Tutorial 1

Managing client information

Tutorial 2

Analyse and create model portfolios

Tutorial 3

Creating an investment proposal

Tutorial 4

Submit an investment

Glacier Financial Solutions (PTY)LTD is a licensed financial services provider.
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