Do you require assistance? Please select from one of the following options:
Self Help

Email Support
Please complete the form below and we will get back to you as quickly as possible.
Telephonic Support
 Please call us on +27 21 657 5960. 



Home / Login

Mi-Plan provides a range of online management facilities for our investors and IFA partners.

Existing Unit Trust Investors

Mi-Plan investors can view and extract their statements.

Mi-Plan financial planning software

Mi-Plan financial planning software enables financial advisors to create optimised and unique portfolios for their clients, store comprehensive records of advice, and facilitate annual reviews of clients’ investment goals.


Mi-Gateway provides access to online administration documentation – portfolio factsheets, brochures, reports, process documentation, due diligence records, meeting records, compliance documents – for MultiAsset and Mi-Plan model portfolio users.