Unison
Download

Unison Ranking & Summary

Unison Tags

Unison Description

Unison Wealth Management Access Unison anywhere anytime. Advisers and Accountholders simply use your Unison online ID and password to access its many features including: Adviser Features High level business monitoring including: - FUM, total account numbers and Fee inflow - Non-Unitised Portfolio performance - Recent contributions and withdrawals - Low cash balances - System notifications Detailed account level access including: - Up to date Portfolio balance, also split by Sleeve - Graphs on Performance, Valuation and Asset Allocation - Client contact details including Google Map navigator (locate the client address at the touch of a button !) Accountholder Features - Up to date Portfolio balance, also split by Sleeve - Graphs on Performance, Valuation and Asset Allocation - Adviser Contact details

Unison Related Software