Powered by Rockit™, Portfolio View is a web-based reporting tool that provides secure and timely access to information.
With Portfolio View, family members, trusted advisors, and tax & legal professionals can review the data necessary to make critical financial decisions on a daily basis. Access to the data is defined and tailored for authorized users, and read-only access prevents unauthorized transaction execution.
Portfolio View is updated nightly, and data can be downloaded for current or historical time periods. In addition, statements, other reports, and notices can be delivered to Portfolio View electronically, allowing faster and more reliable access to the documents.
Portfolio View is divided into four key operations: Overview, Reports,
Advanced Views, and Documents & Statements.