Wealth management professionals >Our services

"Real-time client account management at the click of a mouse, portfolio management; transactions (individually or grouped), and access to our securities and fund research." Guy Schmitz, Independent Investor Services (iiS)

iiS platform – facilitating client account management

Interested in simplifying the daily management of your client accounts?

Use the iiS platform dedicated to wealth management professionals and gain access to the tools used by our own portfolio managers. The platform offers you access to your clients’ accounts in real time within an environment controlled by the strictest security standards.