Antares Equities Online is now available
19 March 2014
Want to access information about your clients’ investments anytime, anywhere? Now you can with Antares Equities Online, our new online service where you can view your clients’ accounts, balances, unit prices, transactions and account details. All in one place, 24/7.
Antares Equities Online gives you quick, easy and secure access to your clients’ investment details, allowing you to view multiple accounts in one place and export to Excel for easy analysis.
The new service will provide access to:
- Investment summaries and account details including current account balances, unit prices and unit holdings
- Complete transaction history, including transaction date, type, value and unit prices
- Latest correspondence such as quarterly and annual statements as well as investment and redemption confirmations