Manulife, which has had a presence in Asia for more than 100 years, having set up its first Hong Kong office in 1898, said the new platform will provide “advisers and their customers with a streamlined financial planning process that couples comprehensive analysis with increased efficiency”.
Mark Richmond, Manulife’s vice president for agency operations, said: “The introduction of this new e-platform demonstrates our commitment to the pursuit of financial planning excellence. Making use of the wide-ranging financial planning functions of the platform, our advisers can now better engage with our customers to understand and fulfil their financial planning needs.”
The new platform, which is compatible with an iPad, also provides market updates and product information, including global economic indices, health care costs and overseas education expenses.
