CI Funds is launching a new website exclusively for financial advisors. Adviser Online gives advisers instant access to up-to-date information about their business with CI, including their sales, total assets and details of clients’ CI accounts.
Adviser Online also offers extensive information about CI funds and portfolio managers and other resources for advisers. In addition, advisers have the option of “personalizing” the site – selecting the information they want and choosing how it’s displayed on their screens.
“Adviser Online is a powerful new tool for advisers, allowing them to quickly and easily get a vast amount of useful and relevant information from CI about their clients’ investments,” said Peter W. Anderson, president of CI Mutual Funds Inc. “We conducted extensive surveys and Adviser Online now includes the top features that advisers said would help them serve their clients more efficiently and effectively.”
Adviser Online allows advisers to see their CI sales, assets and clients, listed by fund and arranged in an order of their choosing. Advisers can also get extensive information on any CI fund, including the latest prices. In addition, they may view and print detailed client account information, including statements, trade confirmations and tax receipts.