View
Online access to investment information is an essential requirement for many clients. Invantage
View is a secure, hosted web portal that provides online access to client portfolios, statements,
client packs and tax packs. All of this information can be tailored to meet your requirements
and Invantage View is already optimised to display information over iPhone, iPad and Android
mobile and tablet devices.
Dual logons allow multiple users access to the system at the same time, so information can
be viewed simultaneously by clients, staff and intermediaries. View can also be an additional
point of contact for information back into your firm by allowing clients to send messages to their
investment manager through the system.
View presents investment information in a professional way to suit your needs. Branding
and content can be customised to provide your clients with a recognised online area that
complements your existing web presence. It is also possible to rebrand View depending on the
user. For example, an investment manager working with an intermediary could brand View as
per the intermediary's graphic identity rather than their own.
View allows your clients to track the progress of their portfolio at their own convenience. As
standard, it is populated by an overnight feed but, if required, updates can be provided on an
intraday, near-real-time basis.
The application can supplement or even replace paper statements and gives clients the ability
to download pdf or csv data versions of their information. As a result, client service levels are
raised, sales and relationships made and built more easily and costs are reduced.
Click for more information on View
