Launched across the EIS and SEIS market, MICAP subscribers can now quickly and easily make digital applications directly through the platform.
These can be found on the main Fund Finder page to the far right
Or by selecting the INVEST button in the top right corner of the relevant investment listing page
You can also add a number of funds to a sample portfolio or comparison, and then select the INVEST button to create a single application form for all funds.
This feature has been designed to save you time and enhance your advice process by allowing you to:
SAVE YOUR CLIENT DETAILS
to allow you to pre-populate future application forms for the same client, regardless of the investment being applied for – rather than starting from scratch each year
IMPORT CLIENT DETAILS FROM YOUR BACK-OFFICE SYSTEM
by importing a csv with all client details, and integrations with all major back-office systems in development
APPLY FOR MULTIPLE INVESTMENTS WITHIN A SINGLE APPLICATION
rather than logging into multiple different investment portals and keying in the same information multiple times
DIGITALLY SIGN APPLICATIONS
all digital applications are quickly and easily signed by the adviser and the client using Docusign
TRACK ALL APPLICATIONS
including applications awaiting adviser or client signature, and fully-signed applications submitted to the relevant manager(s)