MI-ZONE

We provide an online submission and tracking system, mi-Zone, to provide a quick and efficient service. As it is a secure remote access system it meets the GDPR regulations regarding the transfer of client details, this ensures both you and we are covered... Delivering our mission to give Advisors everything they need in one place - sourcing, lead generation, compliance, customer and introducer portals, management information and so on - everything in one place but also in "modules" so you can have the parts you need. We call it mi-Zone... So, we have been giving this a lot of thought. We have built our proposition to not only give our customers the tools to overcome the loss of e-mail to work with their clients but we also recognise that this needs to be backed up with well thought through support.