The state-of-the-art Kenjol SmartView Client Portal is a web-based application that allows you to see all of your financial accounts, regardless of custodian or advisor – all on one page. Accessed using an Internet browser, this web-based utility allows you to build a custom dashboard and get access to the information you need– all in an easy-to-use online application.
The Kenjol Client Portal is updated on a daily basis with complete information: holdings, transactions, prices, balances, capital flows, and performance intervals. You can actually create up-to-date performance reports for any time periods desired.
As part of our 10th anniversary celebration, we will provide this service free until 12/31/11 for any non-KCM managed assets added to your personal online dashboard. Call us for details at 866-453-6565 or 512-506-9395.
The system also generates quarterly reports in an electronic format with email notification of availability. We have the ability to post documents and messages to you and there is even a platform for you to send correspondence and other documents back to Kenjol – all in a secure interface. The system will send you an email alert when a new document or message is posted to your portal. All of these features allow us to enhance our communication with you.
Each time you log on to the system, you will see the dashboard for all your accounts. From the dashboard, you can easily drill down to additional detail reports including:
- Account performance with graphs
- Asset allocation
- Capital flows
- Holdings
- Income & expenses
- Bond maturity schedule
- Realized gain/losses
- Unrealized gain/losses
- Transactions
To view a demo of the Smartview Client Portal click here.
Another exciting feature of this new service is the ability to add a secondary online view for an authorized individual such as a spouse, CPA, estate attorney, or a trusted affiliate.
New Kenjol Service – Reporting & Monitoring Service On Non-Fidelity Accounts
The second new technology service we have introduced is our ability to aggregate and report on assets not held with our primary custodian, Fidelity Investments. Examples include an account you hold at Vanguard or your spouse’s 401(k) assets held at another financial institution.
This new service brings those assets into your personal dashboard and provides you all the online reports covered above. Accordingly, you now have the ability to view summary and detail reporting across all financial institutions that you currently have to aggregate on a manual basis. Most likely you are doing some form of this account tracking either mentally, manually, or via spreadsheet aggregation on a periodic basis. This new dynamic service provides real-time aggregation of all financial assets, in detail, in one secure place.
We implement this service using a “virtual” custodian that goes out to most major financial institutions and pulls information with your approval for reporting. For example, in our initial tests of this service, one user had assets at six different financial institutions. With the KCM Client Portal and held-away asset reporting service, this client can log on to the portal and see all accounts and access all of the detailed reports – a very powerful tool! If you would like to see this new service, please contact us to arrange an online demo.