iUMA gives you real time access to the platform while youre on the move. Advisers and account holders simply use your online ID and password to access iUMAs many features.
iUMA for advisers
- Access full platform functionality, including the ability to transact, anywhere, anytime
- Keep track of client account details on the go, including the ability to download reports and graphs
- Check FUA, fee inflows, managed portfolio performance, important notifications, up to date asset values, client contact details and much more
iUMA for investors
Easily view:
• an account snapshot
• portfolio performance
• corporate actions, dividends and franking credits
• asset valuations
• super and pension components
• all fees and charges
• important notifications