TA Preview vs Canaccord Wealth

Up-to-date financial information and control, anywhere, anytime, on any device. The way we spend our time is changing. We live in moments, constantly connected to people and information. Our work in treasury is also marked in moments. Keeping treasury teams connected to each other and to key information is paramount to performing time-critical tasks. A new way to interact with your treasury team. With Treasury Anywhere, teams can access information from their treasury management system at any time, using any device they have on hand – mobile, tablet, laptop, PC – to act fast. Treasury Anywhere extends key financial controls beyond the desktop, empowering treasury teams and executives with up-to-date cash, trade, and payment information for effective decision making on the move. Additionally, corporate treasury can give remote treasury professionals easy access to their treasury workstation.

Key features of our app: - A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable) - Drill down from your dashboard to see all your underlying holdings - See your money going in and out of your dealing and income accounts - A secure place for all your important documents such as quarterly valuations and contract notes - Secure messaging to directly contact to your Investment Manager."