Online Account Management

The online account management tools available on the platform are developed with ease-of-use, functionality and efficacy in mind.

The online account management tools we provide include:
  • Round-the-clock online access to client information, including the latest valuations of clients' assets
  • Customised ceiling and floor price alerts
  • Display of client assets in various formats, including by fund house, sector-wise exposure or by asset allocation (i.e., Equity, Debt, etc)
  • Easy-to-use search filters. Search for specific clients or group of clients that satisfy specific criteria that you have selected.
Useful client information can now be found with a few simple clicks of the button and advisers can now respond faster and provide better service to their clients.