Solution introduction
Credo provides leading edge technology solutions that meet the needs of financial intermediaries and their investors. Straight-through processing from order routing to custody ensures timely and accurate information is available online 24 hours a day.
For your investors
MyCredo Client - provides your Investors with a 'white-labelled' secure online platform:
- Multi-browser solution;
- Real-time consolidated account information;
- Reporting includes a suite of performance reports and tax reporting;
- Enables your Investors to place trades online or limit access to information only;
- Research includes access to Morningstar Analyst Research Centre; and
- Subscription service allows scheduling of regular report distribution.
'MyCredo Mobile' – provide your Investors with access to all their account information on their iPad and iPhone.
