There are certain features within Mi-Gateway that allow you to send emails to your Clients. If you would like to send an attachment with the email, the document has to be hosted remotely by a file storage provider such as Dropbox. Follow these instructions to share documents with your clients. Before you can share a…
You can send your Clients an email, containing personalized content. This allows Brokers to have direct contact with their Clients.
The Reports page in Mi-Gateway has a few features that will help with user communications. For more information on Reports click here and for more information on Client Communication click here.
You can use the Clients and Mandates Download buttons to download CSV reports. CSV files are files with comma separated values that can be opened in Microsoft Excel.
This feature allows you to send a list of updated documents ,in the past month, to your registered clients. A Registered Client is a client that has accepted an invitation to use Mi-Gateway and can be invited by yourself. The documents that are included in the email, are specific and unique to the Registered Client. Please note…
Mi-Plan assists you by illustrating the impact of the choices that you are considering on your investment plan. It provides a framework for you to visualize your investments performance going into the future.
The Clients page provides a list of the User’s clients. Clients can be created and edited. Mandates can be uploaded and all the client’s mandates can be viewed by clicking the Mandates for Client button. Click here for help on how to upload mandates. To view clients on the “Clients” page you will first need to select…
The Mandates page is separated into three sections detailed below.
The Mandates For Clients page can be accessed through the clients page once you click the “View Mandates”icon.
There are numerous pages within Mi-Gateway that has the option to upload a mandate. Follow these steps to upload a mandate: