Investor Portal

With a consolidated view of your entire wealth position and 24/7 access to your investments, both you and your clients will always be on the same page. You will be able to give your clients the ability to view historical performance, portfolio valuations and the ability to drill down into their holdings with the comfort of complete security via private
login details.

Client’s will be able to view all their assets across all accounts and in multiple currencies including non-managed assets like property and art. This is a white labelled product and can be fully customisable to your brand and to show only what you wish your clients to see.

 
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