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WebReps
WebReps™
- secure web access to client
reports
Professional
Investment firms must send statements and store other critical documents for
clients. The Internet has changed the way most investors access information;
it can be done faster and cheaper using the Internet. Most investment
professionals require a document "lock box" for their clients to
access on the Internet. It must be secure, easy to use, simple and elegant
without data overload. Lync.NET's WebReps service is a low cost, secure,
simple and efficient "lock box" for your clients to access important
documents and statements.
Product
Features:
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easy
to use for clients without overwhelming data such as stock quotes, news and
charts
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documents
can have long names, which makes it easy for staff and clients to locate
documents
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your
website is the access point for WebReps, clients will appreciate the single
point of reference
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login
and password administration is easy and does not require technical knowledge
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100%
integrated with PackMan, a press of a button uploads period end reports to
the WebReps site
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