Features I-Manage
Welcome to I-Manage, You can now:Search for client information.View a client’s AFLO report.Do a Financial Needs Analysis (FNA), and complete the sale digitally.You can even work offlineOperate in an area with bad network coverage ?
That’s not a problem!
Once you have searched for the client information, you will be able to complete the sales process offline.
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
Screenshots
See the I-Manage in Action
Get the App Today
Download on Google Play
Available for Android 8.0 and above