These are some of the features and advantages of EXCEED CLIENT INTERFACE (ECI).

  • Weekly updates of current market performance rates and currencies via our Daily News.
  • Monthly local and global market reviews in downloadable format.
  • Automatic monthly updates of your investment portfolio.
  • Automatic monthly updates of the withdrawal and additional investments made to your portfolio.
  • User friendly database with clearly marked tabs to ensure you find the information you are looking for easily.
  • Safe online storage space for important/personal documents.
  • Place to upload information needed to compile/update estate duty calculations, income drawing analysis etc.
  • Profile tab to update all your personal information such as your telephone number, physical and postal address.
  • Easy accessible help guides to show you how the interface works.