Client portal addresses the growing sophistication in the client needs - it provides anywhere, anytime access to 360 degree view of self, portfolio and advisor details. Integrated view to clients and advisors enables more effective conversations and a coordinated wealth management system
The client will be able to view and take action on various details including:
- Personal details
- Relationship structure
- Risk profiling
- Asset allocation with multi-dimensional views
- Financial planning
- Portfolio comparison with model portfolio
- Portfolio comparison with model portfolio and provision to rebalance the portfolio for any deviations with the model portfolio
- Top holdings of the portfolio
- Transactions details
- Portfolio performance reports
- Order placement
- Alerts that need immediate action from the client
- Details of the Advisor mapped to the client