Global Plus Customer Access
Your customers with international holdings are among the most savvy in your client base. Global Plus Customer Access gives them – and their investment, tax or legal advisors – a complete view of their holdings, cash balances and recent transactions in local and base currency.
- Presents information in the base currency chosen by the client and advisors
- Grants current access to asset balances and cash balances
- Includes recent transactions, including trades
- Eliminates waiting for statements and updates to portfolios
- Allows for self-service when clients have questions
- Reduces need to call account administrator, saving you and your clients time
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