Giving clients what they expect: 24/7 online access to their portfolios
Customers are able to view up-to-date valuations, establish ‘fantasy’ portfolios and if permitted, buy and sell holdings.
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