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The JPMorgan Asset Management Institutional Client Reporting Website offers client servicing on the web, enabling access to your account information at any time. Our website has been recognised as a market-leading service and featured in the Kasina top Institutional Client Websites (Institutional Asset Management) 2003. We hope that you will find the Client Reporting Website to be a value-added service.
Functionality of the Client Reporting Website includes:
- Access to transactions, holdings and portfolio valuation (updated daily).
- Ability to download customised daily transactions or holdings reports in MS Excel or 'CSV' format.
- Top 10 holdings summary per account.
- Summary view of all of your accounts and a detailed view of specific accounts.
- Repository of current/historical downloadable reports, including Quarterly Performance Booklets and monthly or ad-hoc reports.
- E-mail notification alerts to advise you when new reports have been posted.
- View who the other authorised users of the website are for your company.
- Access to contact information for your Client Service team at JPMorgan Asset Management.
To learn more about our Client Website service and request access, please contact your Client Account Manager.