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:
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.
- 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.