The Internet has raised client expectations of their service experience. Clients now expect immediate reporting and a high degree of personalisation and management. The delivery of real-time investment information to clients within a highly flexible, dynamic and compelling experience has become essential.
Key features
- Secure On-Line access to clients
- Real time or defined time valuations
- Drill down capabilities to underlying stock positions, cash positions & transactions
- Monthly and historic performance details
- Flexible charting and graphing of exposures and performance
- Multi currency and multi portfolio
- Commentary available at all levels
- Client valuations & other info delivered via web portal
- Branding & design of investor portal available
The tercero Investor Portal is a flexible web based tool that allows clients and intermediaries
access to all their portfolio information. Real or near real time information on portfolio positions, performance, underlying transactions and market commentatries comes as standard. The Investor Portal can be branded and designed to meet the specific needs of each Investment firm.
