Generali International, the private investment arm of Italian insurer Generali, has launched an e-mail information and valuations service for its independent financial advisors (IFAs) and their clients.
The e-mail service is an extension of iE's NetFinance private client investment system, which enables IFAs to view different product information on the same screen and to get valuations on demand.
Advisors can also request product information and valuations for clients with unit-linked investments, which are sent to individual e-mail accounts in batches of up to 100 products. The e-mails are ordered sequentially and include product codings so advisors can see the performance of any individual or group of products.
Other improvements to Generali International's Web-based information system include a search facility that allows advisors to identify clients by their holdings in particular funds, and to see when premium products are about to expire.
David Hazell, senior projects manager, Generali International says advisors are spread across the world in different time zones so access to product data and timely valuations is critical.
"IE's new e-mail facility goes a step further by delivering information in the format required by the individual advisor," says Hazell.