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AdviserCAM Manager gives you access to the power of your City Asset Management portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, and share documents securely

AdviserCAM Manager

by City Asset Management Plc

What is it about?

AdviserCAM Manager gives you access to the power of your City Asset Management portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, and share documents securely.

App Details

Version
1.1
Rating
NA
Size
44Mb
Genre
Finance
Last updated
May 15, 2024
Release date
September 22, 2023
More info

App Store Description

AdviserCAM Manager gives you access to the power of your City Asset Management portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, and share documents securely.

View your clients’ details and their portfolio information to:
• Get ready for your meetings with access to your client portfolios and other information
• Respond quickly to client queries.

Communicate securely with City Asset Management to:
• Send and receive secure messages and get push notifications
• Access your clients’ quarterly investment reports.

The AdviserCAM Manager app is available to existing Adviser and third-party portal operators of City Asset Management.

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