Features
- Combined realtime market values
- Relationships between entities e.g husband/wife/trust
- Multiple account owners
- Detailed transaction history from external platform
- Compare holdings and transaction history
- Flag problem accounts
- Fee and manual expense accruals
- Performance and growth graphs
- Asset and liability statements
- Pre and post retirement cash flows
- Financial needs analysis (FNA)
- Graphs and projections
- Password protected statement
- Account returns and instrument IRR’s
- Asset allocation
- Client relationship management
- Income details
- Account review history
- Investor and adviser login
- User management and password resets
- Management reports
Import data from all your platform providers to get one combined view of all client investments. One single database for all your client data with consolidated statements to give to investors. A better review of their overall portfolio.
By using our system you can import data from other platforms and 3rd party providers to produce a single statement to the client. Data is more accurate and it saves a lot of time to produce up to date reports. Wealth managers can now access the information from anywhere at any time at the push of a button.
