EXE Client Portal

EXE Capital Management's Client Portal provides our clients with secure and easy access to their financial records and portfolio details

EXE Capital Management's Client Portal gives our clients simple and secure access via their mobile device to:

• Access and upload documents with sensitive personal information

• A more secure messaging service for clients and advisers compared to using email

• Cloud storage of important documents, including valuation reports, advice records and application forms

• Review and update personal records, cashflow and asset information

• Investment portfolio balances and historical data