Advanced Fintech Software.
Access information at any time.
Connect puts you in the driving seat so you can view up-to-date portfolio information when it suits you. Your investment positions, latest correspondence and BlackBee product information are all at your fingertips.
Track Investment Performance.
View portfolio valuations and investment performance using Connect’s online Product Performance Updates. This ensures you can manage your portfolio in real time.
Portfolio positions can be
downloaded onto an Excel spreadsheet.
View upcoming product events such as coupons and maturities.
Free of charge
Connect is free for Financial Advisors & Clients.
Get first access to upcoming Products via downloadable brochures.
Notifications on key items related to your portfolio.
Online Application Form (Coming Soon)
Streamlined online application process to on-board clients with no paperwork required.