Investor Experience
Web & Mobile Access to Portfolio Holdings, Valuations, and Statements
Provide wealth clients and family office principals with digital access to portfolio valuations, asset allocation breakdowns, and account statements.
Client Portfolio Visibility & Interface
GlobalWealthES™ delivers a web and mobile interface enabling wealth management clients to inspect portfolio valuations, asset allocation breakdowns, and account ledgers.
Linked to accounting sub-ledgers, the client surface provides self-service position monitoring and electronic document access.
Core Operational Capabilities
Portfolio Valuation & Holdings Access
Online inspection of multi-asset account balances, portfolio holdings, asset allocation breakdowns, and historical valuations.
Electronic Statement Delivery
Digital distribution and self-service retrieval of monthly client valuation statements and performance summaries.
Client Communications Repository
Centralized repository for secure client notices, trade confirmations, and advisor communications.
Request a Demonstration of Investor Experience
Contact our team to see how GlobalWealthES™ manages client account access and electronic statement delivery.