At Hewison Private Wealth our clients are able to view any updates regarding their portfolio status, such as performance summaries online, by simply logging into their own personalised folder.
By logging into your Cash Transaction Statement, clients can view the transactions occurring on a daily basis into their cash account and have full visibility of all activity.
Clients also have online access to a Portfolio Valuation Report which details the investments currently held and their value at the time of viewing. This facility allows our clients to independently check the total value of their portfolio at any time.
Investment Portfolio Analysis
This report details actual historical information of investments with a projected estimate of income for the nominated date range.
Portfolio Performance Report
This report will generate performance figures for a nominated date range of client's portfolio. It will summarize Income and Capital Growth per annum over a 3 or 5 year period.