Client Access ToolsPortfolio Management Made EasyManaging your portfolio with Client Access Tools has never been easier – safer – quicker. Now you can directly connect to your processing platform through CMC to access your account. Simply log on and listen to recorded calls, retrieve reports, or view document images. Easy - With web-based access, our familiar “search, point and click” features eliminate navigating through a myriad of “green screens.” The application is easy to teach and easy to learn. We have significantly reduced the need for extensive system orientation. Safe - Using a two-factor authentication method, only you have access to your account. Your IP address determines access either at your desktop or through your company’s VPN, but never from an unsecured remote location. Employees may be assigned status levels giving them Administrative or restricted levels of access. Quick – All your account information is now at your fingertips. Get the information you need when you need it! Our real-time access allows you to make live changes to the system. Your updates immediately go into effect. With CAT at your fingertips, you'll have immediate access to:
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