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iNomineo

iNomineo

by Generali France

5 ratings
7 reviews
💼 Business
💰 Finance

Details

Released
January 4, 2010
Updated
February 28, 2019

Features

Developer

Generali France
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iNomineo screenshot #1 for iPhone
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iNomineo screenshot #5 for iPhone
iphone
ipad
⭐7
Reviews↘︎
❓8 answered
FAQ↘︎
📦w/o updates
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About

This app provides secure 24/7 access to essential client information for independent wealth management advisors, brokers, and Generali large accounts. It offers a comprehensive overview of client contracts, including financial details, portfolio composition, and performance history.

✓Client search by name or contract number
✓Add client files to favorites
✓Contract characteristics overview
✓Savings amount tracking
✓3-year movement history
✓Portfolio composition and fund allocation
✓Financial fund performance tracking
Show original description

What's New in iNomineo

5.0.0

February 28, 2019

iNomineo s’enrichit de nouvelles fonctionnalités. Accédez dès aujourd’hui à : - La clause bénéficiaire de vos clients - Les relevés de situation de leurs contrats - Leurs informations personnelles - La liste des mouvements des contrats - L’historique de la participation aux bénéfices différée

More

User reviews

Most RecentHighest RatedLowest Rated

Tip top les alertes

Très pratique les alertes et faciles de mises en place
MMoughaha

Mouais

Les agents sont content les clients moins avec igenerali....
GGregleprof

Nominal

Bravo
SSabouncadoum

utile et sympa

application jolie et professionnelle destilée aux conseillers en gestion de patrimoine et partenaires financiers de Generali. Il faut bien sur commercialiser les offres assurance vie de Generali pour en bénéficier.... Manque quelques possibilités transactionnelles pour parfaire l'application.
XXbo75

Super

Super application
LLinkthib
See 2 more reviews

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FAQ

What is iNomineo?

iNomineo is a free application designed exclusively for CGPI partners, brokers, and Generali large accounts. It provides secure, 24/7 access to essential client financial information and contract details.

Is iNomineo secure?

Yes, iNomineo offers secure access to client information. Users log in with their existing extranet Nomineo credentials to ensure data protection.

What client contract details can I access with iNomineo?

You can view contract characteristics (duration, options, beneficiary clause), savings amounts, movement history for the last 3 years, portfolio composition, fund allocation, fund performance, and client contact information.

How often is iNomineo updated?

The application was last updated on February 28, 2019, with version 5.0.0. It is available on iPhone and iPad devices.

Can I try iNomineo before getting full access?

Yes, a demonstration account is available. You can install the application and log in using the demo credentials: login 'demo' and password 'demo'.

What devices support iNomineo?

iNomineo is supported on iPhone, iPad, and iPod devices, indicated by its availability on these platforms.

What is the user sentiment for iNomineo?

The app has received a perfect rating of 5.0 stars from 5 ratings, indicating very positive user sentiment among its users.

Does iNomineo have ads?

No, iNomineo does not contain advertisements. It is a free application focused on providing financial information without ad interruptions.