With AM Access you have access to a comprehensive overview of your mandate at any time
Vontobel AM Access
What is it about?
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.
App Screenshots
App Store Description
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.
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