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Wells Fargo Improves Trust and Custody Site
The additional functionality to Wells Fargo’s online Trust Portfolio Reporting tool includes a series of interactive screens that provide a variety of information at a glance, including market value, asset allocation, real-time cash balances and real-time settled transactions, Wells Fargo said in a news release.
Trust Portfolio Reporting is available through
Wells Fargo’s online business portal, Commercial
Electronic Office (CEO).
In addition, new online tools are expected to be
introduced in 2007 to clients using its Wells Fargo
Investment Guideline Monitoring service, which is an
automated system designed to monitor an institution’s
investments for risk exposure limits and compliance with
investment and regulatory guidelines, the firm
said.
“These new tools are the result of collaboration
with our clients to identify opportunities for
improvement,” said Beth Baumann, director of trust
and custody products for Wells Fargo Institutional Trust
Services, in the news release.
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