MASECO vs Basis Point

Client & Portfolio Valuations: Quickly view an overview of your total valuation from the home screen, or drill down into specific clients or portfolios. Use the drop‑down navigation to filter holdings, transactions and documents — ideal if you manage multiple clients or portfolios. Allocation & Performance Insights: Access your client or portfolio level allocation and performance returns with an easy-to-use toggle. Change the period of performance to provide further insights on how your portfolios are performing over time. Secure Login: Sign in using the same credentials you use for the MASECO Client Access Portal, including your memorable word. Enable biometrics within settings for an even faster login experience — and disable it at any time. Holding Valuations: View previous‑close valuations, unrealised gain/loss figures and returns. Use the search function to locate specific holdings or filter by client or portfolio. Select any holding to view additional insights, including pricing history over time. Transactions Overview: Explore a clean, organised view of your transaction history with clearly labelled categories. Filter by transaction type, adjust date ranges via the calendar tool, and refine your view by client or portfolio where relevant. Documents Access: Instantly access, view and download important documents. Filter by document type, set custom date ranges and refine your view by client or portfolio where relevant

Basis Point is the institutional-grade tool for the disciplined investor. By automating your weekly ETF allocation based on market drawdowns, you naturally "buy the dip" without the stress of timing the market. Rule-Based Discipline: Set your baseline and let the algorithm calculate your weekly top-ups based on distance from All-Time Highs. Remove Emotion: No more panic selling or FOMO buying. Stick to a mathematical strategy that rewards market volatility. Full Customization: Choose your ETF, set your currency, and fine-tune your multiplier bands to match your risk tolerance. Privacy First: Your data belongs to you. Secured with biometric authentication (FaceID/TouchID) and industry-standard encryption. EULA Terms of Use: https://entry-point-7a606.web.app/terms