The Hawksmoor Adviser Portal gives you access to the Hawksmoor online portal whilst on the move, enabling you to view your clients’ information, access daily valuations, keep track of correspondence, share documents and more
Hawksmoor Adviser Portal
What is it about?
The Hawksmoor Adviser Portal gives you access to the Hawksmoor online portal whilst on the move, enabling you to view your clients’ information, access daily valuations, keep track of correspondence, share documents and more.
App Store Description
The Hawksmoor Adviser Portal gives you access to the Hawksmoor online portal whilst on the move, enabling you to view your clients’ information, access daily valuations, keep track of correspondence, share documents and more.
View your clients and their portfolio information:
• Get ready for client meetings with access to your clients’ portfolios and other information
• Respond quickly to client queries
• Work with different groups of clients
• Filter your client list with advanced search capability
Communicate securely with your clients:
• Share documents with your clients in a safe and secure way
• Access an audit trail of communications relating to documents sent to your clients
The Hawksmoor Adviser Portal app is available to Financial Adviser partners of Hawksmoor Investment Management.
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