To provide an integrated view to the client and the Advisor, the client access on iPad encompass all features of the iFABX and iFNA with specific reference to the client. The client will also be able to view the Advisor mapped to his/ her account and the contact details to enable the client to contact the Advisor.
The client will be able to view all specific details that the Advisor will be viewing which include:
- Portfolio dashboard
- Alerts dashboard
- Interaction history
- Financial planning
- Reports