Præmium pro factis

Præmium - Services

V-Wrap Investor

V-Wrap Investor enables you to satisfy client’s increasing desire for portfolio reporting and investment information by providing them with:

• Comprehensive client portfolio reporting
• Market data and reporting available on a live, on demand or 20-minute delay basis
• Customisable user interface
• White-labelled with your brand

You choose how to offer V-Wrap Investor

V-Wrap Investor can enhance your client relationships by increasing your client engagement opportunities and timeliness of client communications. It can be white-labelled with your own brand and linked to your own website to reinforce your relationship with your client.

V-Wrap Investor can be customised to suit the type of service that you wish to offer your clients; you control who has access to what functionality and who receives streaming, on demand or delayed data.

You can choose to offer this service to your clients in many ways including:

• A basic online reporting service that includes portfolio reporting and market data on a 20-minute delay basis for all clients
• A graded service for different levels of client or fees; with 20-minute delay, on demand* or live* pricing and market data information
• An upgraded service offering for your premium clients
• A new service offering, available for a fee to derive a new revenue stream
• Complimentary service designed to attract prospects
• Incorporated into client review meetings to provide a real-time portfolio view.

Easy to use, customisable user interface

V-Wrap Investor provides your clients with an easy to use, customisable user interface.

Navigation is kept simple with clear buttons for Portfolio and Market Data information. Users can also select how many tiles they wish to view on the one screen.

A comprehensive Online Help is available to ensure your clients can find their way around the system.

* Additional charges apply for live and on demand data services