You will also have access to:
- Reports – Generate custom reports of Client Lists, Assets, Sales, Matured & DSC Free and many more in MS excel and PDF format.
- Client Accounts – See a summary of your clients' accounts, including financial transactions, account registration, matured & DSC free and statements and contribution receipts.
- My Profile – Review your profile
- Sales Team Contact – Access contact information for your AGF Sales Team.
- The latest price & performance data.
- A broad range of products, including mutual funds, managed asset programs and pooled funds.
- Up-to-date commentaries, market insights and webcasts.
- Practical business building tools, marketing materials, forms and applications and administrative links.