Client Internet Access | Wealth Management Technology Solution | Fi-Tek Trust Accounting and Wealth Management Platform
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Client Internet Access

Client Internet Access (CIA) is an informative and interactive client touch point that allows your customers to view their statements and track their portfolio performance online at their own convenience. An on-line Report Delivery Engine, CIA allows easy distribution of Client Portfolio, Client Statements, Transactions, Book and Trade Information through the Internet.

Features:

  • Create account grouping for clients with multiple accounts
  • Generates electronic statements for clients
  • Customized client's report with corporate logo and color scheme
  • Audit trail of all system activity kept
  • Easy to read reports allow for checks on daily activity quickly and securely online
  • Eliminates the need for the printing and mailing of paper statements
  • Upload outside documents to distribute to clients
  • Hosted on a SAS 70 Type II compliant hosting facility with monitored security and encryption on all web traffic to and from the server
  • Provides your clients access to current as well as historic Account information.
  • Supports customer interaction through integration with email gateways
  • Allows customers to download reports in PDF, Word, Excel and ASCII format

 

Value Proposition:

  • CIA provides the flexibility to distribute marketing material besides reports and statements to your customers
  • Interactive pie charts with drill down capabilities help your customers to easily understand and validate the portfolio composition saving precious time of the Investment Advisors
  • Empowers your customers by facilitating tracking daily changes to their portfolios and keeping them in sync with the market trends
  • Enables the Investment Advisors to easily explain Portfolio Performance to the Customers through Customized Reports
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