MASECO vs Casterbridge

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

Casterbridge Wealth gives you secure, real-time access to your portfolio, managed by our discretionary investment team. Secure sign in – Face recognition for fast, safe access Portfolio overview – Values and performance at a glance Holdings – Real-time view of your investments Transactions – Filter and view your history instantly Documents – Valuations and reports, ready to download Stay close to your investments, without the day-to-day management