Tools
We constantly invest in the technology that securely gives our clients the information they need when and where they need it. We have the right tools developed in-house or by our leading partners to meet the needs of our evolving client base and offer the necessary support.
Neon is a user-friendly online portfolio tool for Wealth Managers and their end-clients. The tool can be used on any device, and can be customised with your logo. It offers quick access to:
- Overview (cash & securities)
- Positions
- Transactions
- Allocation
- Distribution
- Performance
- Cost transparency
- Portfolio or consolidated view
- Downloadable client report
