New Client Reporting Tool Available

Wednesday, May 16, 2018
Use a fully customized and password-protected client portal to link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface.

  • Create password-protected client-specific reports
  • Clients can login and see their investments immediately
  • Account overviews are displayed in a fast and easy-to-use format

client portal jpg

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