Independent stockbroker, Hargreave Hale, has gone live with a tool that will allow clients to access their own portfolio statements from the Internet.
The new tool, called InVantage View, is designed by Investmaster and will present Hargreave Hale clients with detailed portfolio statements via a secure and user-friendly website. The website also allows users to download a PDF copy of their statement. The InVantage View website also supports news announcements, which will allow Hargreave Hale to alert users to new products or other new developments, and is fully branded. Hargreave Hale has access to a full back office system which allows account management and also news bulletin posts. Director of Hargreave Hale, Stuart Brookes, says t...
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