Answers to routine client account queries are just a few clicks away for Canadian financial advisors, thanks to
AIM Fund Management Inc. is announcing enhancements to its advisor Web site at advisor.aimfunds.ca.
The client account access function has been upgraded to give advisors access to more client account information. The new information includes summarized total and mature free units and dollar amounts, foreign content levels and complete details of settled and pending transactions. These and other previously unavailable account details are now available to advisors in one or two clicks of the mouse.
“The many client account access enhancements will give financial advisors with AIM clients a competitive edge by allowing them to obtain unprecedented account information quickly and around the clock,” says Robert Gardias, vice president, e-Business. “AIM is again responding to advisors’ requests to help them save time with these groundbreaking electronic services,” he says. “Financial advisors can look forward to other enhancements from AIM in the near future.”
The Web site also provides access to AIM Professional Development Online. Advisors have the ability to track and manage both AIM and non-AIM courses, and to print reports and certificates. Courses offered by AIM continue to be available at no charge.
An expanded lineup, which now features a total of 10 English and 9 French courses, includes the sessions offered at last fall’s AIM Professional Development events across Canada.