Using iPlatforms

How to Navigate iPlatforms

As AAM continues to grow and expand our investment offering, the administration of our funds also needs to evolve, and we are transitioning to a new provider, iPlatforms. This will enable us to improve the services and functionality provided to investors and advisers, including providing a streamlined application process and access to an easy-to-use account management portal.

iPlatforms is a secure capital raising and administration technology platform allowing investors access to investments and administration throughout the lifecycle of their investment. The platform provides comprehensive registry, reporting, investor communication and analysis tools for a cohesive and flexible investor experience.

Below is a series of video walkthroughs explaining, in detail, how to navigate the iPlatforms investor portal.

Onboarding and Investor Dashboard

How to register and create an account with iPlatforms

How to add an entity: pty ltd Company

How to add an entity: Trust

How to add an entity: SMSF

Making an Investment

Reporting

Downloads and statements