According to the criteria established by your post, you can have access to the customer management information of other members of your cabinet.
iGeny being available through a secure Web connection, you can access your data at any time and regardless of your location.
You just need an internet connection and one of the following browsers to use our applications:
Our interface is fully bilingual; you can always choose the language you want to use.
You can even choose the customer preferences to communicate with them according to their preferred language.
First business process manager designed specifically for financial advisors, iGeny PRO supports the biggest personal insurance and mutual fund Canadian companies.