The Mi-Plan software supports advisors, in helping to create optimized investment plans. This assists clients in planning for the future. The life cycle of the Mi-Plan application is as follows:
In an environment of surprises and unknowns, many clients are anxious about the volatility and in some cases negative returns of their investment portfolios. In the pursuit of real inflation beating returns, the South African Fixed Interest market currently offers some attractive opportunities at considerably lower risk than most other asset classes. The Mi-Plan Enhanced Income fund…
This tutorial illustrates how to combine different products and assets into an Investment Plan and how to generate an Investment Summary Report. Click on the link below to watch the video.
This tutorial provides basic training on how to capture the details of a financial product and how to create an Illustration report. Click on the link below to watch the video.
