Client Access vs Xledger

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

The official Xledger app for iPhone and iPad makes your life easier. Enter data anywhere, anytime. Pair your device for fast and secure login. Works out-of-the-box with all standard roles. Get instant and easy access to updated information. Employees • Time keeping – track your time, and get full overview of your hours • Expense management – log your expenditures • Upload attachments – take a picture and upload receipts directly from the app • Basic user settings – available in 21 languages Managers • Employee list – access list of all the employees • Approve timesheets, travel bills and payments – approve tasks directly in the app from anywhere • Updated bank balance – constant access to updated bank balance NOTE: To enable this application your employer must be a customer of Xledger.