HSBC has launched a new enhanced personal internet banking platform, Wealth Dashboard, that displays the customers’ cash and investment holdings in real-time.
The new Wealth Dashboard will displays customers’ holdings across cash deposits, unit trusts, bonds, dual currency products and structured investments such as structured products and equity-linked notes – as a single, consolidated view online, aiming to save the "time and effort" of accessing different accounts. It also allows customers more control over their wealth portfolios.
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The Wealth Dashboard aslo allows customers to track the performance of their investments. Customers can retrieve and view, on the Wealth Dashboard, the details of all their investment-related transactions in the past two years under ‘transaction history’ listed in chronological order.
HSBC Singapore head of retail banking and wealth management, Paul Arrowsmith, said: "The many useful features of Wealth Dashboard will enhance the online banking experience of our customers by giving them a bird’s eye view of their wealth holdings with us, across various asset classes."
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