Tokyo, Japan (PressExposure) September 27, 2011 -- Tokyo Bay Traders has launched a new Internet platform for institutional clients and wealthy individuals that provides a comprehensive view of a client's entire relationship with the company while offering powerful reporting, information delivery, notification and collaborative tools.
The new platform, called Private Portal, builds on the organization's formidable institutional capabilities to serve its clients and is the result of an 2 year, million dollar effort involving extensive research and development with a cross-section of corporations, advisors and individuals. Private Portal caters to the personalization and intuitive design demands of clients while offering unrivaled reporting capabilities that satisfy the most complex information requirements.
"Our portal, which can only be accessed via institutional client log in, provides clients with a single sign-on view of their entire wealth management relationship with us and it offers innovative and personalized capabilities that are unequaled in the industry," said Fabien Le Boueff, Head of Tokyo Bay Wealth Management Division. "As the smart use of technology increasingly differentiates providers in the wealth management space, Private Portal will provide a pathway to service excellence and client satisfaction that few providers can match."
By focusing on the preferences and needs of its clients, Tokyo Bay Traders Wealth Management designed a number of user-friendly features in Private Portal and clients can also use the platform's data warehousing capabilities for convenient storage and history of client statements, tax documents, and communications.
Private Portal also offers these key functions:
-- Reporting: clients have a wide selection of standardized reports on holdings, transactions and analytics, as well as the ability to choose from hundreds of customized report options that can be built to user specifications and downloaded to Excel, PDF or other formats;
-- Secure messaging and online collaboration: clients can communicate and collaborate online with their relationship manager as well as members of their advisory team such as accountants, lawyers or consultants;
-- Personalized alerts: clients can set their own preferences for automatic notifications about their accounts across many different parameters, such as asset allocation percentages, account values, taxable events, security holdings, and transaction size;
-- Banking, brokerage and funds transfer: clients have access to their online banking, brokerage and funds transfer needs;
-- Comprehensive information: detailed and integrated information on all aspects of a client's relationship with Tokyo Bay Traders.
Tokyo Bay Traders Wealth Management is among the nation's leading wealth managers, with more than two decades of experience in providing investment management and finance services to financially successful individuals and families.