Good Accredited System

VOLe2 (Client & Advisor Portal)

VOLe2 is the client and advisor portal. It is easily customised to match your corporate website. It provides your clients with secure, authenticated access to their portfolio details 24/7 and 365 days per year.

Your clients see their current and historic portfolio details, including their holdings, cash and dividends information.

In line with your security policies, you can configure the system so that your customers can link either to live, real-time data or to a copy of data as at the close of business on the previous day.

Your clients will be advised, via email, that their periodic statements are ready and are available to download when they next visit your site. Additional reporting tools are available to your clients in order for them to produce valuations, tax reports etc.

Advisors can also download their client’s portfolio data in an Origo Standard Format for import into their proprietary systems.

Features & Benefits

  • customised to match your corporate website means
    • when your clients are accessing their details via your website there is total continuity of ‘look and feel’ and they are not entering a completely separate application
  • flexibility in line with your security policies ensures
    • you can configure the system so that your customers can link either to live, real-time data or to a copy of data as at the close of business on the previous day. Whilst, VOLe2 provides your clients with secure, authenticated access to their portfolio details 24/7 and 365 days per year, as an added layer of security this option is available if preferred.