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Investors can login with access to accounts and reports. Implementation can be flexible to allow investors to transact or only view accounts.
Investors or members can login online and see realtime market values with returns and cash flows. Combined statement of families, linked entities and all underlying accounts.
Capture all client demographics, bank, tax and relationship details with document management, outstanding requirements and so much more.
Create accounts, fee structures, documentation, tax certificates and all the features and tools to manage you clients investment.