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Unison Ranking & Summary
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- Language:
- English
- Price:
- Free
- Publisher Name:
- Unison Technologies
- Publisher web site:
- File Size:
- 14.5 MB
Unison Tags
Unison Description
Unison Wealth Management Access Unison anywhere anytime. Advisers and Accountholders simply use your Unison online ID and password to access its many features including: Adviser Features High level business monitoring including: - FUM, total account numbers and Fee inflow - Non-Unitised Portfolio performance - Recent contributions and withdrawals - Low cash balances - System notifications Detailed account level access including: - Up to date Portfolio balance, also split by Sleeve - Graphs on Performance, Valuation and Asset Allocation - Client contact details including Google Map navigator (locate the client address at the touch of a button !) Accountholder Features - Up to date Portfolio balance, also split by Sleeve - Graphs on Performance, Valuation and Asset Allocation - Adviser Contact details
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