With AM Access you have access to a comprehensive overview of your mandate at any time. This means you can stay updated on performance and portfolio breakdown, whenever and wherever you want.
Primary Features
– Find all of your account information including asset listings, asset allocation and mandate information in one place
– Create a detailed performance overview for various time periods
– With the click of a button generate your own factsheet about the mandate, for example for your internal meetings
– Easily view banking documents, transaction records and mandate reporting
– Quickly find current and archived contract relevant documents
– Detailed information about individual investments
– Your direct line of communication to your relationship manager (incl. callback function)
– Access to information about the market environment with relevant content
Advantages
– Clear presentation of all the information about your mandate
– 24/7 access anywhere you have network access
– Independence from reporting generation
– Overview of all of your mandates with Vontobel Asset Management with one login
Requirements
– Mandate with Vontobel Asset Management
– Computer, laptop or tablet
– Network connection (for example public hotspots, personal Wi-Fi or cellular connection)
Data Security
The security and encryption of AM Access utilizes the latest and highest security standards.