Technology is a vital part of how we communicate with our advisors and their clients.
Zeus, our extremely comprehensive state-of-the-art secure online reporting system is made available to our advisors and their clients.
- Total investment value and portfolio performance
- All of your clients portfolios
- Value and performance of each asset
- Asset and currency allocation
- Past values
- Graphic performance versus various indices
More than an information system, Zeus is an extremely powerful management tool used in regular client reviews, in person or on-line.