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Refer Listing To A Friend |
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SUGGEST Client Portfolio Viewer TO A FRIEND...
If you have a friend that you would like to recommend this page to,
or if you just want to send yourself a reminder, here is the easy
way to do it!
Simply fill in the e-mail address of the person(s) you wish to tell
about Client Portfolio Viewer, your name and e-mail address (so they do
not think it is spam and can reply to you directly with gracious thanks),
and click the SEND button.
If you want to, you can also enter a message that will be included
on the e-mail.
After sending the e-mail, you will be transported back to the
page you recommended!
| Resource Title: |
Client Portfolio Viewer |
| URL: | [CLICK HERE] |
| Description: |
"Client View" gives your clients an update real-time picture of their account.
Each time your client accesses their account on your site this script will update the stock quotes and provide a real time picture of your client's holdings.
Each client has access to only their account and portfolio through a login routine. If the client has lost or can't remember their password the script will automatically resend the password to the client via email.
This snapshot will show your client details such as the number of shares they own, the amount paid and the current value of those holdings. It will also show the total value of all holdings in the account.
The backend or "admin" section of this script allows the manager or administrator to add/edit clients and their portfolios.
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