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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
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

 

Copyright 2008 IMVS plc, all rights reserved. All trademarks acknowledged.