Industry Insights | 1 min read

Business as usual, even in lockdown

Part of building a world-class business and aligning our business with the latest technology means focusing on improving efficiencies and being fully functional, anywhere, anytime. Glacier’s Investment Hub offers a way of working that means you can access the Glacier system and process your business, literally, from anywhere in the world.

Simpler systems, less paperwork, better data management and a great quoting system give you more power to get things done in your own space. Manage your clients’ plans and portfolios without having to leave your sofa.

Five reasons to use Glacier’s Investment Hub

  • 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

With our E-signing process, you and your client can sign documents securely online, anywhere, anytime.

Click here to view a quick guide to the Investment Hub.

Staying connected

Our platforms and tools enable you to continue doing business, anywhere, 24 hours a day, 7 days a week, 365 days a year.

Learn how to connect with us and view the E-signing process. Both documents outline some of the easy, paperless steps to follow in order to stay connected with the Glacier team.

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