JLT IM Investor Portal

4.8 ( 1728 ratings )

Finanse
Desenvolvedor: Third Financial Software Ltd

Darmowy

JLT IM Investor Portal allows you to view your JLT account online.

If you are a client, JLT IM Investor Portal allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and portfolio information to present to your clients as and when you need.

Key Features

• Client information for IMs / IFAs
• Portfolio summary information
• Valuations
• Portfolio holdings
• Cash transaction listings
• Trade transactions
• Performance data for your portfolio
• Offline mode to access any data you viewed in your last session if an internet connection is no longer available.