Watermark Launches it’s ‘Inspired’ Client Extranet
Date Added: Wednesday, July 22nd, 2009Watermark Financial Solutions has officially launched it’s ‘Inspired’ Client Extranet.
The system provides clients with detailed policy lists, investment & pensions valuations and details of other assets owned….. all in one place.
Managing Director, Mark Woods stated ‘When our clients log into the extranet and click on their portfolio the system activates live valuation requests from all investment/pensions providers. The […]