Sarasin & Partners is pleased to announce the launch of the new Sarasin Portal, available for all types of clients to access on both desktop and mobile.
Replacing the old Sarasin Reports, the portal has been designed to improve our clients’ experience by easily accessing all their portfolio information in one place, as well as downloading their account documents and keeping up to date with Sarasin news and insights.
Improved user interface and client experience on a secure platform
Clients will use the Sarasin Portal to access all of their current portfolio information and be able to keep track of performance, transactions and composition over a timeframe of their choosing.
Accessed via an easy-to-use dashboard, the portal allows users to navigate through their portfolio composition and drill down into holding information, including asset allocation and performance information at individual stock level.
Keeping our clients’ data secure is of utmost important to us, and the portal utilises multi-factor authentication.
As well as portfolio information and documents, clients can contact their Sarasin team directly via an inbuilt messaging system, and be notified when new insights, news and updates are available.
We take pride in our client service
Sarasin & Partners take pride in offering an exceptional level of client service across all of our individual, charity, professional and institutional clients. When you partner with us, you have access to a dedicated team focused on your needs.
The advancement of technology has enabled us to enhance our client relationships further, by allowing us to provide tailored client reporting and reach our clients via different channels.
If you would like to find out how we can work with you and your investments, please contact us.