Charlotte Customer Access

Giving clients anytime access to their account information streamlines information sharing and demonstrates your commitment to providing added value. Within Charlotte Customer Access, the Portfolio Account Link interface displays customer account summaries, transaction activity and investments. Each client may tailor their system views and statement delivery preferences while you receive usage reports of their activity. This product is installed and maintained by SunGard.

Features

  • Provides a client interface tool for navigating account summary, investments and transaction activity
  • Allows user to define customized views of investments
  • Archives statements for client retrieval
  • Delivers online statements with printable versions
  • Includes back-end system control for administration and management

Benefits

  • Reduces security risk through password protection, two-factor authentication, a secured data access center and security administration
  • Helps enhance transparency through improved client access to account activity
  • Reduces time and expense by delivering statements electronically
  • Eliminates potential staffing and hosting resource concerns through SunGard installation and maintenance of the system

Brochures & Datasheets

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