Advisor Portal

MCi’s Advisor Portal for brokers is a seamless, integrated portal from which advisors can manage their client accounts, and over-see the health of their book of business. It provides a competitive advantage with its integrated suite of tools for Prospect and Account Management, On-boarding, Portfolio Management, Reporting, Service Request Management and Compliance.

The Advisor Portal includes:


  • Client outreach and engagement, performance management and general administration.


  • Dashboards which provide insight to the overall performance of the Advisor’s book of business and highlight accounts which may require special attention.

Advisor self-service functionality to: 


  • Digitally collaborate with clients in real-time and build deep client relationships


  • Visualise their Book of Business and discover new revenue opportunities


  • Manage risk exposure and volatility effectively and proactively 


  • Pro-actively monitor portfolio compliance and business rules in accordance with the latest regulations 

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Contact us to find out more about Advisor Portal