Manulife Beefs Up Private Account System

July 12, 2004 ( - Manulife Private Account has pulled back the curtain on improvements to its online Financial Consultant Resource Center including an enhanced proposal generator.

According to a news release, improvements also include better navigability and a new application builder, which helps complete forms electronically. Financial consultants can now include multiple Manulife Private Account portfolios, as well as retirement and non-retirement assets, in one proposal, the news release said.

A new feature, the investment policy statement, provides a long-term and strategic roadmap for clients, taking into account their risk tolerance, critical timelines and investment objectives. Once a proposal is created, financial consultants have the option of printing it themselves or having Manulife provide a professionally bound and color-printed version that is shipped within 48 hours.

Also launching is an application builder tool that electronically prefills many of Manulife Private Account’s forms.

More information is at. .