InnoVue allows you or clients to access account information anytime, anywhere. Using a standard web browser, users can access real-time easy-to-understand portfolio information at both summary and detail level. The feature rich functionality includes role based as-of-date client access to portfolio positions, tax lots, and transaction activity on both a trade date and settlement date basis. The intuitive user interface provides the ability to offer a sleek and modern solution for inquires, e-statement delivery – and for your more sophisticated clients – straight-through trade order origination and execution.

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