Online
Consolidation

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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.

Finworks Financial Technology Solutions

Features

  • 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.