Client Benefits
Web services are a vital part of your client offering and an important way for you to
differentiate your service.
Bell Potter Online can cost effectively create a website for your clients seamlessly integrated
with the look and feel of your web offering.
If you choose, your clients can:
- trade directly in securities;
- track their order status;
- access real time portfolio valuations;
- view contract notes and financial statements;
- access comprehensive market information;
- access an extensive research library specifically for industry professionals;
- access their cash management and margin lending details;
Other services that can be made available to your clients include:
- invitations to exclusive seminars and events
- access to a range of corporate finance actions
To discuss your business model and how our services can be co-ordinated to deliver the
best value for you call 1800 33 00 88 and speak to
Luke Cameron or Guy Jones.