Access investment accounts securely and conveniently.
The app provides Charles Stanley clients with access to their investment accounts. Users can view portfolio valuations, transaction history, important documents, and communicate securely with their investment manager.
The app provides clients access to their personal web portal on iOS devices. It offers an overview of the Firm, Endowment Investment Philosophy, Account Aggregation technology, and the Online Secure Vault.
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.
