Online Transacting
Client reporting and transacting

Easy to use investment application wizard to help your first time clients have an awesome online experience.

5 steps

Online registration process for clients.
Client can login with access to accounts and reports. Transaction statements, asset exposure, returns.

investor dashboard

 

Some other features are:

  • Online transacting with buy, sell, switch and instruction (order) history.
  • Group transacting for easy administration of low value high volume business.
  • Multiple investment portfolios per investor with real-time investment values and combined market value.

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