Client Reporting & Communication
The solution covers:
- Client portal – an interactive portfolio overview and drill-down capabilities, portfolio performance & risk figures, insight into all investment & bank products accompanied by news & messages, private forum personalized advice and monitoring of investment goals and constraints
- Multi-channel communication with THE advisor by audio/video-chat, pulpit sharing, virtual branch, advisory sessions, text chat, social networks
- First rate report viewer and online access to the report library with the possibility of customized report setup (components, language, currency, format, etc.)
- Mobile reporting applications for tablets and smartphones covering the portfolio analysis, product information and communication tools.