Mi-Plan provides a range of online management facilities for our investors and IFA partners.
Existing Unit Trust Investors
Mi-Plan investors can view their statements, update their details, invest more, switch or withdraw from funds.
Mi-Plan financial planning software
Mi-Plan financial planning software enables financial advisors to create optimised and unique portfolios for their clients, store comprehensive records of advice, and facilitate annual reviews of clients’ investment goals.
Mi-Gateway provides access to online administration documentation – portfolio factsheets, brochures, reports, process documentation, due diligence records, meeting records, compliance documents – for MultiAsset and Mi-Plan model portfolio users.