COLLABORATION

Maintain total portfolio control with real-time notifications, mobile-tailored dashboards and access to your latest reports. 

• Receive updates about limit breaches, outstanding tasks and new reports
• Alert colleagues to any portfolio limits breaches, assign tasks and set your own reminder
  

Stay organised and collaborate more effectively with tasks and notes.

• Assign tasks to you and your colleagues and track their progress
• Stay organised and provide your team with critical contextual information with tasks and notes

Keep all your documents organised, secure and easily accessible.

• Link documents to objects such as transactions, assets and portfolios
• Use customised tags to sort and filter all your documents
• Collaborate on documents with assigned tasks and create workflows with in-app notifications

Easily retrieve up-to-date information on your most important contacts including notes from previous interactions and ongoing tasks.

• A simple way to manage the complex matrix of people you work with
• Keep track of all meetings, phone calls, files and notes