We have updated our online portal to provide a more holistic view of client portfolios.
Our online portal (VOLe) has been updated to include an holistic overview of a clients portfolios with a wealth manager, and provides an easier drill down to specifics relating to investments.
We want to continually innovate and improve, so watch out for other new features to be introduced soon.
These will include:
- Links to client bank accounts
- Ability to manually add other assets or portfolios
- Overall wealth dashboard
Click on the video below to see a mini clip of what we have done.