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WebInvestor, a new app for investors

CACEIS has launched WebInvestor, an easy-to-use Web application developed for legal entities and individuals investing in mutual funds. It provides rapid access to information on holdings and transactions as well as a range of reports designed to meet their information needs.

Where CACEIS acts as transfer agent, Webinvestor provides a consolidated view of positions held across asset management companies’ investment products. The Web application also displays investors’ KYC status and other related information.

WebInvestor is designed to be a key platform for communication as it permits investors to retrieve documents such as statements, contract notes and notifications electronically. It also helps reduce paper usage and increases operational efficiency.

WebInvestor will be rolled out in several phases, and we will soon contact investors in the funds registers to grant access to this new application.

This new platform is a further step in the development of our Digital Strategy, with a goal of greater accuracy and efficiency of our clients’ operations, while reducing our company's environmental impact.

 

Watch the video WebInvestor

Watch the video