Watermark Launches it’s ‘Inspired’ Client Extranet
Watermark 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 system receives the responses back at different rates and our clients literally see the up to date valuations gradually appear next to each investment or pension plan. The technology is mind blowing!’
‘We believe that in this era of advanced information and technology, clients require fast access to current and accurate information and that is exactly what our ‘Inspired’ extranet gives them’.
‘Watermark Financial Solutions has a very forward thinking team that is dedicated to providing the best possible service to clients. This latest advancement enhances what we have to offer clients and gives them that ‘added value’ that is so important these days’.
For an appointment, call Watermark Financial Solutions in Burnham-on-Sea: 01278 794499 or e-mail enquiries@watermarkfs.co.uk