{"id":37060,"date":"2026-07-15T10:35:29","date_gmt":"2026-07-15T09:35:29","guid":{"rendered":"https:\/\/finseta.com\/?p=37060"},"modified":"2026-07-15T10:35:35","modified_gmt":"2026-07-15T09:35:35","slug":"multi-account-visibility","status":"publish","type":"post","link":"https:\/\/finseta.com\/ae-en\/multi-account-visibility\/","title":{"rendered":"Multi-Account Visibility"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"37060\" class=\"elementor elementor-37060\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-464ad3f e-flex e-con-boxed e-con e-parent\" data-id=\"464ad3f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-1c14649 e-con-full e-flex e-con e-child\" data-id=\"1c14649\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d6247a6 elementor-widget elementor-widget-spacer\" data-id=\"d6247a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-19935e3 elementor-widget elementor-widget-heading\" data-id=\"19935e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Multi-Account Visibility<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-778c5df e-con-full e-flex e-con e-child\" data-id=\"778c5df\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-046295a elementor-widget elementor-widget-text-editor\" data-id=\"046295a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: center;\"><span style=\"color: #ffffff; font-size: 12pt;\">With Finseta, you can manage multiple accounts through a single login. Our newly enhanced Finseta Client Portal homepage now makes it even easier to access and oversee all your accounts from one convenient view.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d0a2e52 e-flex e-con-boxed e-con e-parent\" data-id=\"d0a2e52\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6d3e375 elementor-widget elementor-widget-spacer\" data-id=\"6d3e375\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-08fe936 e-flex e-con-boxed e-con e-parent\" data-id=\"08fe936\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ebf2cd3 e-con-full e-flex e-con e-child\" data-id=\"ebf2cd3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-343cd5a e-con-full e-flex e-con e-child\" data-id=\"343cd5a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cabd8ae elementor-position-top elementor-widget elementor-widget-image-box\" data-id=\"cabd8ae\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img fetchpriority=\"high\" decoding=\"async\" width=\"3831\" height=\"1858\" src=\"https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report.png\" class=\"attachment-full size-full wp-image-37082\" alt=\"\" data-attachment-id=\"37082\" data-permalink=\"https:\/\/finseta.com\/multi-account-visibility\/image-1-for-report\/\" data-orig-file=\"https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report.png\" data-orig-size=\"3831,1858\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"Image 1 for Report\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report-1024x497.png\" srcset=\"https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report.png 3831w, https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report-300x145.png 300w, https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report-1024x497.png 1024w, https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report-768x372.png 768w, https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report-1536x745.png 1536w, https:\/\/finseta.com\/wp-content\/uploads\/2026\/07\/Image-1-for-Report-2048x993.png 2048w\" sizes=\"(max-width: 3831px) 100vw, 3831px\" \/><\/figure><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">About Multi-Account Visibility<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6205523 e-con-full e-flex e-con e-child\" data-id=\"6205523\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b0fc6b8 elementor-widget elementor-widget-text-editor\" data-id=\"b0fc6b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p style=\"font-size: 12px; line-height: 175%; text-align: left;\"><span style=\"color: #ffffff; font-size: 12pt;\">For clients with a large number of accounts, the portal homepage will automatically adapt to display accounts in a more scalable view, making it easier to review account details, monitor balances, and manage your account structure.<\/span><br><span style=\"white-space-collapse: preserve; color: #ffffff; font-size: 12pt;\"><br><\/span><\/p>\n<p style=\"font-size: 12px; line-height: 175%; text-align: left;\"><span style=\"color: #ffffff; font-size: 12pt;\">As your account structure grows, the portal automatically adapts to provide the right level of visibility and control.<br><\/span><\/p>\n<h2 style=\"font-size: 12px; line-height: 175%; font-weight: bold; text-align: left;\"><span style=\"color: #ffffff; font-size: 12pt;\">&nbsp;<\/span><\/h2>\n<p style=\"font-size: 12px; line-height: 175%; text-align: left;\"><span style=\"font-size: 12pt; color: rgb(255, 255, 255);\"><b>Improved Multi-Account Visibility:<\/b><\/span><\/p>\n<p style=\"font-size: 12px; line-height: 175%; text-align: left;\"><span style=\"font-size: 12pt; color: #ffffff;\">Through an enhanced homepage that scales automatically for clients who manage multiple accounts.<\/span><br><span style=\"font-weight: normal; white-space-collapse: preserve; font-size: 12pt; color: #ffffff;\"><br><\/span><\/p>\n<p style=\"font-size: 12px; line-height: 175%; text-align: left;\"><span style=\"font-size: 12pt; color: #ffffff;\"><b>Data Exporting:<\/b><\/span><\/p>\n<p style=\"font-size: 12px; line-height: 175%; text-align: left;\"><span style=\"font-size: 12pt; color: #ffffff;\">For all balances and account information in one click.<br><br><\/span><\/p>\n<p><span style=\"font-size: 12pt; color: #ffffff;\"><b>Total Balances: <\/b><\/span><\/p>\n<p style=\"font-size: 12px; line-height: 175%; text-align: left;\"><span style=\"font-size: 12pt; color: #ffffff;\">We work out your total equivalent balance across your currencies, and 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