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What makes our online fund platform unique is a variety of services which help financial advisors to focus on the main objective: maintaining a first class client relationship. For example, our offering includes the provision of letter templates for use in mailings, personalisation of forms and real-time online access to the client’s portfolio. We have also created a 24/7 online access for the end-client with user-friendly navigation.
Here are MoventumOffice’s distinctive characteristics
- Interactive, user-friendly operation
- Simultaneous work on different tasks
- Working with pre-selected customer groups
- Wide-ranging file export options
- A range of the latest advisory and management tools
- Electronic creation of orders
- New account with immediate allocation of an account number
- Creation of investment and withdrawal plans
- Access to account data including cash and positions, transactions and orders
- Modular end-client reporting options
- Market news, commentary, and activities
- Wide-ranging funds queries
- Forms in easy to use interactive PDF format
- Detailed data on all available funds
- Fund prospectuses, semi-annual and annual reports, KIIDs, etc.; and
- Information on how to contact our help desk
Here are AccountView’s distinctive features
- Single account with consolidated statements for investments and cash
- Up-to-date account data at a glance
- Consolidated statement for all investments
- One account number for transfers
- One annual statement
- Investors receive information on:
- all account balances
- investments, broken down by security
- all security transactions
- cash reserves in all currencies
- all cash transactions
MoventumOffice — platform services for institutions
For Institutional Investors, we offer a large number of fund products, which can be effectively offered to end clients. Our robust transaction processing together with clearing and settlement are fully automated, capable of supporting very large volumes. For order placing, we offer a number of options, such as our proprietary online system MoventumOffice, SWIFT and file transfer.