FigaroWeb

Advisers can also monitor and interact with their clients’ portfolios: third party permissions can be configured according to status and requirements—i.e., execution-only, advisory, etc.

As FigaroWeb draws data directly from the Figaro database, online users see the same information as the firm’s front, middle and back offices see.

For the firm, on-line access substantially reduces the volume of help desk enquiries and by branding the platform, the customer enjoys a ‘seamless’ browsing experience. FigaroWeb enables firms to offer their customers online access to their portfolios.

Full transaction history:

contract notes, statements, valuation packs and reports
Real-time valuations and balances
Secure customer messaging via SMS and e-mail. Send and receive corporate action information, other event communications and provide links to external market data providers
Active and Limit Orders
Buy /Sell /Raise /Invest functions