I-Ivanoff Wealth Client Portal iyisixazululo sakho konke-in-one sokuphatha nokwenza kahle uhambo lwakho lwezezimali. Zinike amandla ngezici ezinamandla eziklanyelwe ukuthuthukisa inhlalakahle yakho yezezimali futhi zikunikeze umbono obanzi wesimo sakho sezezimali.
Izici Eziyinhloko:
1. Amadeshibhodi emininingwane ebanzi:
Gada ukusebenza kwakho kwezezimali ngamadeshibhodi azinikele Okusebenza, Ukubamba, Nokwenziwe.
2. Ukuhlanganiswa Kwama-akhawunti Angaphandle:
Hlanganisa futhi ulandelele wonke ama-akhawunti akho angaphandle endaweni eyodwa ukuze uthole ukubuka konke kwezimali.
3. Ibhalansi ishidi:
Hlala unolwazi mayelana nezimpahla zakho nezikweletu ngebhalansi enemininingwane nesebenzisanayo.
4. Isifinyezo Sokufaneleka:
Thola ukuqonda okucacile kokuma kwakho konke kwezezimali ngokusebenzisa isifinyezo esiguquguqukayo se-Net Worth.
5. I-Tracker Yokuthatha Umhlalaphansi - "Kuthiwani Uma" Izimo:
Hlela isikhathi sakho sokuthatha umhlalaphansi kalula ngokuhlola izimo ezihlukahlukene futhi wenze izinqumo ezinolwazi.
6. Ukulandelela Umgomo Namathuluzi Okuhlela Angeziwe:
Setha, ulandelele, futhi ufeze izinjongo zakho zezezimali usebenzisa amathuluzi anembile avumelana nezidingo zakho ezithuthukayo.
7. I-Document Vault:
Gcina futhi uphathe ngokuphephile amadokhumenti ezezimali abalulekile ku-Document Vault yakho yomuntu siqu.
Kungani Khetha Iphothali Yeklayenti le-Ivanoff Wealth?
Isixhumi esibonakalayo Esilungele Umsebenzisi: Zulazula kalula ngokusebenzisa isixhumi esibonakalayo esisebenziseka kalula esidizayinelwe abasaqalayo nabathanda izimali.
Ukuhlela Okuphelele: Kusukela kuzimo zokuthatha umhlalaphansi kuye ekulandeleni imigomo, uhlelo lwethu lokusebenza luhlanganisa amathuluzi okuhlela anhlobonhlobo ukukusiza ukuthi ulolonge ikusasa lakho lezezimali.
Ukuphathwa Kwedokhumenti Okuvikelekile: Phumula kalula wazi ukuthi amadokhumenti akho abucayi agcinwe ngokuphephile ku-Document Vault yakho yangasese.
Imininingwane Yesikhathi Sangempela: Hlala unolwazi lwakamuva ngesimo sakho sezezimali ngezibuyekezo zedatha yesikhathi sangempela nokubonwa okunamandla.
Umuzwa Oqondene Nakho: Yenza uhlelo lokusebenza luhambisane nohambo lwakho lwezezimali oluhlukile, uqinisekise ukuthi unemininingwane namathuluzi owadingayo ezandleni zakho.
Guqula indlela ophatha ngayo izimali zakho. Landa i-Ivaoff Wealth Client Portal manje futhi ulawule isiphetho sakho sezezimali.
Kubuyekezwe ngo-
Sep 3, 2025