imago portal

Imago Portal; your Wealth Management Portal

Imago Portal

Imago Portal provides an “out of the box” portal solution designed to meet the needs of SIPP and pensions providers.

It has been designed to integrate into not only Imago products but also other front and back office systems, bringing together information to enrich user engagement and experiences.

Imago Portal is a component-based portal, that has built in workflow, content management, data validation and business rules configuration.

Imago Portal provides access and interactivity with...

  • Client search and Client Account views
  • Investor views
  • Transactions
  • Contributions
  • Benefits
  • Integration with Imago Administration, Imago Tools, Imago Illustrations and Imago Automation

Click here to request a call back or telephone 02392 822 254

T: 023 9282 2254
E: info@dthomas.co.uk