Account Utilities Overview |
The Account Utilities in Wealth Passport provide tools that enhance your ability to view a clearer picture of total net worth, as well as additional communication and organization tools. You can easily access any of these utilities that are most beneficial to you.
Hover your cursor over the Account Utilities tab and sub tabs to display available menu options.
Administration:
Wealth Passport's Administration section contains the Account Permissions feature which will allow you to grant account access to other authorized users for the specific client.
Click Administration from the Account Utilities menu to create alerts specific to your needs.
Click here for more detailed help with Administration.
Alerts:
Wealth Passport's Alerts feature allows you to assign delivery options to existing alerts as well as create new alerts.
Click Alerts from the Account Utilities menu to create alerts specific to your needs.
Click here for more detailed help with Alerts.
Attributes:
Wealth Passport's Attributes feature allows you to group accounts by characteristics that are meaningful to you. You may create up to five attributes then manually assign unlimited "values" and accounts to each.
Click Attributes from the Account Utilities menu to create attributes specific to your needs.
Click here for more detailed help with Attributes.
File Cabinet:
File Cabinet allows you to save PDF files to Wealth Passport for retrieval by anyone in the family office, or any family member who has a valid ID and password. Create folders and sub-folders in File Cabinet to better organize documents and grant access to authorized users so they may upload PDFs directly from their computers.
Click File Cabinet to upload documents, create a file structure and to share documents within the family office.
Click here for more detailed help with File Cabinet.
Imports:
Imports feature allows you to download a template to follow the specific format, and import the saved file based off the formatted template into Wealth Passport.
Click Imports to download a template, and import the saved file.
Click here for more detailed help with Imports.
Partnership Reporting:
Knowing that Family Limited Partnerships are a key component of many investment programs which allow members to pool assets and receive better access to top tier managers, Northern Trust has developed a new Partnership Reporting application. The new application gives the managing partner for these vehicles the ability to set up individual participant accounts so that partners can see their portion of the underlying assets in conjunction with their own direct holdings. This allows any partner to accurately assess his or her specific asset allocation as well as relative exposure to any one investment.
Click Partnership Reporting to create master partnerships and manage the underlying assets.
Click here for more detailed help with Partnership Reporting.