Client Viewing account & reports portal

[Cole]

Hi Mark,

Was I mistaken when I thought I read the the newest version of FM has a client portal option? That is, I can generate reports or allow clients to view their current portfolio through a client portal with a specific access code for each client account/sub-portfolio?

Thanks,

Cole

[Mark]

Hi Cole,

Yes, this is a new feature available in the 2016 versions. You can't generate reports and store them, but you can let them see their holdings. There is also an Android app to view the same info. You can set up a unique login for each client. The client portal is available here:

https://client.fundmanagersoftware.com

and we have a tutorial to help you get set up and use this feature here:

https://youtu.be/wJvyAvymrA4