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• Client: Manulife insurance:

Client Description: Manulife Investment Management’s unparalleled segregated fund lineup offers access to the growth potential of the markets, estate planning and protection features, and a broad array of choices to meet a wide range of investment styles and needs

Project Description: Segregated fund contracts let investors access the growth potential of the markets, prepare for retirement, and tap into estate planning benefits designed to facilitate quick, cost-effective, and private wealth transfer. Segregated funds (seg funds) are similar to mutual funds, but with a few key differences. A mutual fund is a security, while a seg fund is an insurance product (an individual variable insurance contract). Only insurance companies can offer them.

Investor Solutions: Manulife Investment Management clients can make deposits and access their account information through a single and secure login.Advisor Solutions: With Online Transactions (OLT) it easy for to make deposits and do it without the need to meet clients face to face. No need to collect signatures or print and fax forms. These processes are touchless.

• Target Audience - Advisors, Marketing Assistant, back office users, head office users

• Data flow: DMO - - OLT - - iFast - - DMO

• Domain:, - Investment portal
• Testing Methodology: Functional & Database testing SQL & ifast financial platform
• Client Description: It’s an OLT modernization project
• The Online transaction (OLT) application allows users to submit financial and non-financial transactions for Manulife Guaranteed Investment certificates, and Manulife Segregated funds
• The applications support non-financial transactions such as Address Change, Bank and PAC change
• The OLT application transactions are submitted to back-end systems like ifast, AWD.