Having been an early mover in the provision of online portfolio valuations for our clients (available since 2000), the firm is constantly looking to ensure these services meet the changing needs of investors, whilst reflecting best industry practice and ensuring clients’ privacy and data security is not compromised.
JM Finn & Co has recently launched a brand new online client portal which provides a clearer and more usable interface with client accounts. Account and portfolio values can be viewed and individual stock transactions are fully itemised with the ability to drill down to a chart detailing the stock’s price history.
One of the key functionalities is the personal library; launched in 2014 it has been enhanced to make it more user friendly allowing clients to view, download or print all their personal account documentation in one place, securely. Please contact us to learn more.