Compass

Compass
  • Free
  • Version: 1.0
  • Category: Finance
  • Released: 2011-12-15
  • Size: 435.87K
  • Author: Hub24 Pty Ltd
  • Rating: 4+

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Access the UMA Investment Service anywhere anytime. Advisers and Accountholders simply use your Compass online ID and password to access Compass' 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

- HUB24 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 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

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