Glacier by Sanlam gives you the power to get things done on your own terms

Glacier recently launched its new Investment Hub, a streamlined, paperless way of doing business which will ultimately result in financial intermediaries having more time to service their clients.

The main key features enable financial intermediaries to:

• Manage client information easily
• Create and analyse model portfolios
• Generate customised investment proposals
• Enjoy a straight-through process for paperless applications
• Manage workflow with a helpful and intuitive dashboard.

Glacier has built its Investment Hub to truly meet the business requirements of the intermediary. The company realises that by striving to adopt new technology in order to bring costs down, it will ultimately be to the benefit of the investor.

Glacier also recently launched the Glacier Solutions Guide, a tool specifically created to help financial intermediaries navigate through the company’s extensive solution set and to make the most suitable choices for clients. The guide takes into account a client’s investment needs, risk tolerance, income requirements, and legacy intentions.