InVantage View presents detailed portfolio statement information to Hargreave Hale clients from a secure, fault tolerant and user-friendly website. Once Hargreave Hale clients register with the service they can log in at any time to see their latest statement data - through web pages or by downloading a copy as a PDF. The portfolio statements are directly updated by Investmasterâs InVantage Settlement back office module.
The InVantage View website is fully branded according to Hargreave Haleâs own new corporate branding. InVantage View has the ability to post information in a customised message area, viewable when clients first log in - ideal for news on new services or announcements. In addition, a client administration facility is available for Hargreave Hale to manage password administration and user accounts for new clients.
InVantage View marks the first collaboration between Burns e-Commerce and Investmaster since the former acquired Investmaster earlier this year. Using the technology and combined experience from the two companies, this implementation is early evidence of the synergy between the companies. In Hargreave Haleâs case, this synergy has proved particularly advantageous, allowing for a timely implementation.
Stuart Brookes, Director, Hargreave Hale comments: âInVantage View allows our clients to check their portfolio statements at their convenience and in their own time. We have full autonomy to manage the website - from the branding, right through to the messages and information we want to communicate to our clients. Not only has InVantage View opened up an extra channel of communication with our clients, it looks great too!â
Peter Little, CEO, Investmaster says, âA long time and valued client, Hargreave Hale is one of the first to have chosen the complete InVantage product suite, and we are extremely pleased they are reaping the benefits of a truly integrated system. For InVantage View, we successfully pair Burns and Investmaster technologies, delivering to Hargreave Hale a valuable and customised solution - and by working together - quick to turn around.â