Web Access
Meteor has developed a web based interface allowing broker firms and individual advisers to view their account details, including live business processed and current or backdated valuations for all clients. We will shortly be adding a facility to view details of commissions paid. All reports can be produced and downloaded as excel spreadsheets or pdf files.
The interface works at two levels, with a single user account for the firm allowing full access to all clients for the firm. Accounts can be set up underneath this for individual advisers. The individual adviser accounts will only allow advisers access to view their own clients' investments. Ability to access to individual adviser accounts can be from the firm account.
If you do not have a web access account yet and would like to set one up please contact us.
To view a demonstration enter "ifademo" as the username in the box to the left and "1" for all of the password characters.