10月4日 的 EXE Client Portal 應用程式分析

EXE Capital Management's Client Portal gives our clients simple and secure access via their mobile device to: • Access and upload documents with sensitive personal information • A more secure messaging service for clients and advisers compared to using email • Cloud storage of important documents, including valuation reports, advice records and application forms • Review and update personal records, cashflow and asset information • Investment portfolio balances and historical data