PowerAgent “PAWeb”
Beyond yields, expense ratios and portfolio turnover rates, you need to provide shareholders and intermediaries real-time access to information to have a contemporary product offering. The internet is a powerful and effective tool to accomplish this need.
PAWeb is a fully configurable real-time internet portal into the shareholder accounting system that allows your customers to inquire, transact and maintain their accounts any time, day or night. Whether you are looking to improve customer satisfaction or reduce operating costs, PAWeb gives you the tools you’ll need to compete in the expanding world of the web.
PAWeb allows you to:
- Brand your web portal any way you want, allowing your clients, or your clients’ clients, to know with whom they are doing business.
- Determine the features and functions you extend to the shareholders and intermediaries. Each function can be turned on or off without the need for additional programming expense.
- Expand the features and functions you make available over time. As the product grows, you grow with it.
- Extend secure account access 24 hours a day, 7 days a week, 365 days a year using the most contemporary site key and anti-phishing technology.
- Provide shareholders online purchase, redemption and exchange transaction capabilities, based upon shares, dollars or percentage of assets.
- Allow shareholders to view account registrations, balances or transaction history for their account and any related account.
- Access information and activities in real-time, fulfilling the need for immediacy of today’s consumer.
- Rely upon the 500 imbedded shareholder accounting system controls to ensure trading or maintenance activities are performed right the first time.