Multi-Account Visibility
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.
About Multi-Account Visibility
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.
As your account structure grows, the portal automatically adapts to provide the right level of visibility and control.
Improved Multi-Account Visibility:
Through an enhanced homepage that scales automatically for clients who manage multiple accounts.
Data Exporting:
For all balances and account information in one click.
Total Balances:
We work out your total equivalent balance across your currencies, and represent it in your selected base currency, giving you a snapshot of your overall position.
