Your clients can have access to online valuations and transaction statements should you so wish. The online valuation area is white labelled with your firm's corporate brand.
Clients can view valuations as of close of business the previous working day. Full security and cash transaction histories are available with the ability to export all reports in to a number of common formats such as Excel, CSV, PDF and XML. Subject to your clients request we are able to link a number of Parmenion client accounts to the same online account. For example this will enable a husband and wife to have one online account, keeping the family asset information in one place.
If they sign up for it, your clients will soon be able to request to have the six monthly report packs to be sent electronically to their validated email address. This will replace the current routine of mailing out physical paper statements.