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.
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
MoreiNomineo 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.
Yes, iNomineo offers secure access to client information. Users log in with their existing extranet Nomineo credentials to ensure data protection.
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.
The application was last updated on February 28, 2019, with version 5.0.0. It is available on iPhone and iPad devices.
Yes, a demonstration account is available. You can install the application and log in using the demo credentials: login 'demo' and password 'demo'.
iNomineo is supported on iPhone, iPad, and iPod devices, indicated by its availability on these platforms.
The app has received a perfect rating of 5.0 stars from 5 ratings, indicating very positive user sentiment among its users.
No, iNomineo does not contain advertisements. It is a free application focused on providing financial information without ad interruptions.
