Features:
Consolidated investment reporting:
- Market value
- Performance
- Winners and Losers
- Asset- and currency allocation
- Top holdings
- Instrument details
- Review all portfolio transactions
Extensive details on the total wealth:
- Consolidated performance and portfolio comparison
- Total allocation by asset class, currency, portfolio and custody bank
- Instruments and top holding list. Check out if an instrument is held in a few portfolios
Review documents received from advisor:
- Print and share if needed
Contact advisor in one click:
- Write an email to discuss your questions
Advisor Channel:
- List of selected clients and model portfolios
- Possibility to select client or model portfolio and see related information in meeting mode
- Possibility to add company documents to all clients
- Investment reports can be created, reviewed, shared with clients and are stored in the documents archive
- Contact reports can be created and history of all client communication can be accessed
- Edit contact reports
- Pre-selection of clients
- Scan/Upload documents
Be mobile and check out your total wealth on your iPhone (client app)