New Client Portal offers fresh insight into investment portfolios

A new-and-improved investment Client Portal that has been launched this month offers you and your clients the simplicity and immediacy available only from digital tools.

The new portal is a demonstration of our commitment to delivering exceptional service, combined with convenience and transparency.

After creating a profile and logging in, clients have access to a wide variety of information about their investment portfolio. Apart from a general overview of their portfolio, they are able to see details about their investment transactions, their positions by investment type and monitor performance.

A graphical view helps to simplify this information, while reports and statements can also be generated and downloaded.

View some frequently asked questions here:  Download

View the simple step-by-step process here: Download

Visit the online portal now and experience the journey for yourself: Click here