Discontinued App

Canaccord

Canaccord Wealth Management Access MPS anywhere anytime. Advisers and Accountholders simply use your MPS online ID and password to access its many features ...

Discontinued App

Description

Canaccord Wealth Management Access MPS anywhere anytime. Advisers and Accountholders simply use your MPS online ID and password to access its many features including: Adviser Features High level business monitoring including: - FUM, total account numbers and Fee inflow - Managed Portfolio performance - Recent contributions and withdrawals - Low cash balances - MPS 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 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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Technical specifications

Version: 1.3

Size: 1.05 MB

System:

Price: 0,00 €

Day of release: 0000-00-0

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