YourCAM Manager gives you access to the power of your City Asset Management portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, and share documents securely.
View your clients’ details and their portfolio information to:
• Get ready for your meetings with access to your client portfolios and other information
• Respond quickly to client queries.
Communicate securely with City Asset Management to:
• Send and receive secure messages and get push notifications
• Access your clients’ quarterly investment reports.
The YourCAM Manager app is available to existing Adviser and third-party portal operators of City Asset Management.
View your clients’ details and their portfolio information to:
• Get ready for your meetings with access to your client portfolios and other information
• Respond quickly to client queries.
Communicate securely with City Asset Management to:
• Send and receive secure messages and get push notifications
• Access your clients’ quarterly investment reports.
The YourCAM Manager app is available to existing Adviser and third-party portal operators of City Asset Management.
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