EEI’s Portfolio Management BSM enables a financial institution to implement a complete wealth management or online brokerage site. Functionality includes support of financial instruments such as equities, bonds, mutual funds, and customized financial instruments.
Financial institutions must provide electronic access to their customers investments.
Internet savvy consumers are demanding instant access to their accounts in today’s world of low cost/high volume trading.
Gives customers comprehensive access to investment data including:
- Account summary
- Income summary
- Activity summary
- Current portfolio
- Tax information summary
- Daily account activity
- Money fund activity
- Open orders
