Client Access is a comprehensive online client services platform, enabling clients to manage their Banking, Brokerage, Fiduciary, Insurance and Funds work online and on any device, securely. The user-friendly interface gives a panoramic view of account balances, cash activity, trade statuses and more utilizing dashboards, cascade reporting and simple-to-master archiving functions. clients can also conduct a wide range of business down to the finest detail directly through the portal, in Real Time, as well as allowing for full view ability and precise maine of date and report generation. Client Access gives Caledonian clients a smart, simple and secure online financial management solution.
The system capabilities include: