Manulife Singapore and Manulife Investments has announced a significant enhancement to Manulife iFUNDS, making it the first integrated digital wealth platform in Singapore to provide Manulife financial consultants with a consolidated view of their customers' Unit Trust (UT) and Investment-Linked Plan (ILP) holdings.
This enhancement enables UT transactions directly within Manulife iFUNDS, streamlining wealth management services and enhancing efficiency.
Since its launch in 2018, Manulife iFUNDS has empowered Manulife financial consultants by offering digital investment tools and insights. With seamless access to client portfolio information, they are equipped to deliver timely and personalised service, both virtually and in-person.
With this latest enhancement, customers will benefit from Manulife financial consultants’ ability to:
- Advise them of potential investment opportunities across their ILP and UT holdings;
- Easily calculate dividend information for both ILP and UT holdings;
- Utilise advanced simulation tools such as What-If Analysis and Portfolio Simulator to refine investment recommendations; and
- Track their portfolio holdings by asset class, country, and fund through enhanced dashboard functionality for both ILP and UT holdings.
“By integrating UT and ILP management powered by Manulife Investments into a single platform, we are transforming how our financial consultants serve their customers – bringing deeper insights, higher efficiency, and a more holistic approach to financial planning. With the upgraded Manulife iFUNDS, our financial consultants can now assist customers in making better financial decisions with greater confidence and ease.” said Mr Khoo Poh Huat, Chief Distribution Officer, Manulife Singapore.
Ms Hui-Jian Koh, Chief Executive Officer, Singapore, Manulife Investments, said, "Digital solutions are essential to providing timely investment insights to financial consultants, equipping them to deliver superior customer experiences tailored to client preferences. Digital platforms like Manulife iFUNDS effectively bridge the gap between technology and human advisory services. By integrating UT transactions and ILP portfolio management, we are setting new industry standards for digital wealth advisory."