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Who is it for?
Your Clients, Asset Managers, Introducers and Consultants.
Key features
24/7 Online Access to Portfolios
Client Reporting Facilities
Future modules
Online Applications
Subscription payments online
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VOLe
Access is provided directly via your own company website and it has been designed to cater for 2 distinct
areas of your business, namely: -
- Your Clients
- Your Asset Managers, Introducers & Consultants
Your Clients will be provided with their own unique User Name, Password & Memorable word (they will be able to
modify their Password & Memorable Word after inception & first usage). Once logged-on the will be able to view and
perform the following functions:-
- View their basic client details held on your database
- View all of their portfolios
- View their Capital Cash Account & associated cash transactions
- View their Income Cash Account & associated cash transactions
- Display & Print their latest Portfolio Valuation (Prices as at close of business price previous day)
- Display & Print their latest Income Statement
- Change their Password & Memorable Word
Your Asset Managers, Introducers & Consultants will be able to perform all of the described
above functions, but will be provided with a full listing of their clients providing that the appropriate linkage
is maintained and stored correctly in your database.
Coming Soon
- Details of current subscriptions to Stocks & Shares or Cash ISA's
- On-line ability to subscribe new money into their Portfolio via Switch, Debit Card or Credit Card
- Downloading of Product Information & Application Forms
- On-Line completion of Application Forms
- Hyper-Links to relevant Industry websites, FSA, FT etc
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