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| PORTFOLIO ADVISORY SERVICE |
WINDOW TO YOUR CUSTOMER
EQUIRION PRIVATE EDITION is your customer calling card.
Available through a link from your homepage and, of course, in
your corporate design. Customers will receive the most extensive
service package imaginable.
Current value of a portfolio – or for an entire list of linked portfolios?
Graph invested capital versus current value of the portfolio?
Historical portfolio performance against various benchmarks?
Plus a whole lot of other analyses. Share the benefits of
our professional tools directly with your customers.
Save time and cost by providing access to internet banking for
funds transfer and for securities orders. Save cost and gain speed
by delivering portfolio reports electronically. The latest in security
technology ensures that access is only available to the intended
recipient.
Provide your customer with access to the entire universe of your
in-house capabilities – or tailor his or her access rights to those
functions he or she requires. After all, every customer is unique
– just like your customer care approach and your EQUIRION
PRIVATE EDITION.
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