Online Transacting and Reporting

Investors can login with access to accounts and reports. Implementation can be flexible to allow investors to transact or only view accounts.

investor dashboard

 

Some other features are:

  • Online transacting with buy, sell and switch.
  • Instruction (order) history.
  • Group / Employer login for easy administration of low value high volume business.
  • Multiple investment portfolios per investor
  • Real-time investment values and combined market value statements.
  • Returns, growth and asset allocation.
  • Transaction statements, asset exposure, returns, tax certificate, KYC/FICA documents etc.

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