Intelliflo provide our back office software called Intelligent Office (iO). Clients can have access to an area of the system called mr Personal Finance Portal (My PFP). Please click her to register and/or log-in

 

 

 

We have a very romantic idea here at AIM that one day we'll be a paperless office. Volume provided by watermark is the ideal piece of kit to provide a true soft copy filing cabinet system. We all love volume and couldn't live without it! We are working on a way to allow clients to gain access to their files..... watch this space.

 

 

 

Finametrica provide us with a impartial and unbiased analysis of yoru risk profile. Risk profiling can be a very abstract concept and we have found finametrica's approach to be the best on the market for understanding a client's tolernace to risk, their previous experiences of risk and opens conversation for capacity for losses. Click here to access your risk profile.

 

 

 

We use docusign to help clients sign reports and applications without the hassle of hard copies going through snail mail. Click here for access to your docusign documents waiting for that autograph!

 

Nucleus provide a WRAP platform which we use for our clients. Please click here to find the log-in page.

 

 

 

 

Standard Life provide a WRAP platform which we use for our clients. Please click here to find the log-in page.

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