Many investment advisors struggle to understand what role the Internet should play in their business model – particularly when it comes to figuring out what information should be provided online to investors.
To have a truly effective sales/client service strategy and to remain efficient, investment firms need to offer a secure web portal so clients can have the option of “self-service.” Clients demand and deserve effective, consistent, and timely communication regarding their investment portfolios. Investment advisors who still don’t deliver portfolio reports via the web face a competitive disadvantage in the marketplace – especially if their performance returns are lagging.
Assette EasyAccess solves the problem by allowing investment managers to provide a secure, easy-to-use, private-labeled web portal so their clients can access customized portfolio information and other important financial content.
Assette EasyAccess allows you to:
Easily integrate client portfolio data from standalone portfolio accounting systems and Excel.
Easily offer clients a secure self-service online tool where they can access routine account information such as holdings, asset allocation, transactions, cash balances, performance, and realized gains/losses 24 hours a day, 7 days a week.
Easily post monthly/quarterly account statements, commentary, and relevant firm news.
Easily provide an online tool for firm employees to quickly retrieve client account information so they can efficiently and effectively respond to investor inquiries requiring human intervention.
Easily increase scale and efficiency by eliminating manual client reporting processes.
Easily communicate investment results, provide transparency and keep your clients consistently informed.
