Facilon Manage offers clear and concise instructions on the documentation required for various products and services extended by service providers. It also designates specific locations for submitting required documents, ensuring efficient and organized document management from investor to service provider.
The portal provides a centralized platform for investors to view and manage their transactions, holdings, and activities across all their service providers. It facilitates seamless transaction tracking and maintains a comprehensive historical record, ensuring complete transparency and control over investment activities.
Clients can oversee their investment transactions and holdings, extending beyond individual accounts to encompass the entire family or a group enabling ease of investment decisions.
Clients can communicate their trade, corporate action, proxy voting, and other instructions through formats of service providers. This flexibility ensures that clients can convey their instructions in a manner that suits their preferences and communication styles.
