The new online investment platform gives investors direct and convenient access to their portfolios.
Manulife Investment Management (M) Berhad announces the launch of Manulife iFUNDS, an online investment platform that enables investors in Malaysia to select, manage and track their Manulife unit trust funds anytime and anywhere.
By combining the firm’s understanding of customer needs and utilisation of digital technology, Manulife Investment Management has created an easy-to-use, human-centered design funds platform for new and existing clients to better manage their portfolios amid a constantly evolving investment environment.
“Manulife Investment Management globally has been investing heavily to better serve clients in the digital age.
“Manulife iFUNDS is the result of our team’s year-long efforts in enhancing the customer experience through digital and providing our customers with easily accessible market and fund information for more educated investment decisions,” said Manulife Investment Management (M) Berhad chief executive officer Jason Chong (pic).
Digitally streamlining portfolio management for investors
- Convenient account opening: All new account openings are done digitally through the platform, including submission of key documents and assessment of investor profiles.
- Digital curation of suitable funds: The platform screens for appropriate funds based on the user’s investment and risk profile and allows them to review the selection by filtering the fund metrics that best meet their own investment objectives.
- Transaction features: Users can conduct their Manulife Investment Management’s funds transaction through the platform, including subscription, top up and fund switching.
- Portfolio management right at your fingertips: The platform provides up-to-date information on the user’s Manulife funds portfolio, fund performance, asset allocations, transaction history, investment summaries and other platform management functions.
Manulife iFUNDS designed to enhance customer experience
The online investment platform is optimised functionally and aesthetically to ensure a smooth and pleasant user journey.
The easy-to-read and navigate layout and simple steps in accessing information means users can maximise their time in choosing the most suitable investments that meet their long-term financial goals.
Digital service with a human touch
Manulife Investment Management recognizes the importance of ‘human touch’ in fund investment amid the digital age, especially in times of market and economic volatility where support from professional investment advisers is much needed.
Manulife iFUNDS digitally enables its advisers to walk through their clients’ portfolios together – whether virtually or in-person, guiding them every step of the way to make the most suitable investment decisions or to understand how their funds are helping them achieve their investment objectives.
“The COVID-19 pandemic has brought to light the need for easy-to-use digital applications that can mitigate the disruptions on face-to-face interactions, whether it’s how people invest or how business is done,” said Manulife Investment Management (M) Berhad Head of Retail Wealth Distribution Ng Chze How (pic).
The human element is, however, very much present at the heart of all this.
“Some investors still want to talk to an adviser when making investment decisions or switching funds, and the company has seen strong interest from our advisers in using Manulife iFUNDS to better serve their clients’ investment needs.
“Given ongoing limitation on in-person meetings due to COVID-19, the timely launch of this new digital tool can help safeguard our advisers’ and clients’ health as well as their financial future,” Ng concluded.