Advisory Trust Announces Enhancements to Client Online Account Access
Wilmington, DE, July 31, 2009 --(PR.com)-- Customized trust account reports, up-to-date account information available around-the-clock online
The Advisory Trust Company of Delaware (Advisory Trust), a unit of Wilmington Trust’s Wealth Advisory Services business, today announced it is giving clients improved, 24 hours-a-day, 7 days-a-week, 365 days-a year, access to their account information with the introduction of On-Line Portfolio (OLP) and On-Line Statements (OLS).
OLP is an Internet-based reporting function that provides information on current and historic market value for all assets within a client’s portfolio, posted and pending activity for transactions, and general market information. Clients now have around-the-clock access to features including market values as of the close of the previous business day with positions updated on trade date; investment information for the previous 24 months; account activity information for the previous 24 months; stock prices for the previous 24 months; and multi-currency portfolios. OLS provides access to an electronic copy of a client’s most recent Advisory Trust statement.
“These service enhancements give clients the ability to both produce customized, exportable reports using up-to-date information and to see their latest account statement when it’s convenient for them,” said Kemp C. Stickney, head of Advisory Trust, senior vice president, and chief fiduciary officer of Wilmington Trust. “They will also help financial advisors and broker/dealers better manage their relationships with their clients, which is always important but perhaps even more during these volatile and challenging times for the financial markets.”
Advisory Trust provides directed trustee, trust administration, and back-office services for high-net-worth individuals and families through external financial advisors and broker/dealers. Through offices in Wilmington, Delaware and Phoenix, Arizona, Advisory Trust serves as trustee for approximately $1.3 billion in personal trust assets.
Wilmington Trust Corporation (NYSE: WL) is a financial services holding company that provides Regional Banking services throughout the mid-Atlantic region, Wealth Advisory Services for high-net-worth clients in 36 countries, and Corporate Client Services for institutional clients in 88 countries. For more information about Advisory Trust, please visit www.advisorytrust.com.
Media Contact: Megen Morris, Public Relations, 302-651-1462, mmorris@advisorytrustco.com
Business Contact: Robin Neil Haberle, Assistant Vice President – Marketing, 302-636-8516, rhaberle@advisorytrustco.com
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The Advisory Trust Company of Delaware (Advisory Trust), a unit of Wilmington Trust’s Wealth Advisory Services business, today announced it is giving clients improved, 24 hours-a-day, 7 days-a-week, 365 days-a year, access to their account information with the introduction of On-Line Portfolio (OLP) and On-Line Statements (OLS).
OLP is an Internet-based reporting function that provides information on current and historic market value for all assets within a client’s portfolio, posted and pending activity for transactions, and general market information. Clients now have around-the-clock access to features including market values as of the close of the previous business day with positions updated on trade date; investment information for the previous 24 months; account activity information for the previous 24 months; stock prices for the previous 24 months; and multi-currency portfolios. OLS provides access to an electronic copy of a client’s most recent Advisory Trust statement.
“These service enhancements give clients the ability to both produce customized, exportable reports using up-to-date information and to see their latest account statement when it’s convenient for them,” said Kemp C. Stickney, head of Advisory Trust, senior vice president, and chief fiduciary officer of Wilmington Trust. “They will also help financial advisors and broker/dealers better manage their relationships with their clients, which is always important but perhaps even more during these volatile and challenging times for the financial markets.”
Advisory Trust provides directed trustee, trust administration, and back-office services for high-net-worth individuals and families through external financial advisors and broker/dealers. Through offices in Wilmington, Delaware and Phoenix, Arizona, Advisory Trust serves as trustee for approximately $1.3 billion in personal trust assets.
Wilmington Trust Corporation (NYSE: WL) is a financial services holding company that provides Regional Banking services throughout the mid-Atlantic region, Wealth Advisory Services for high-net-worth clients in 36 countries, and Corporate Client Services for institutional clients in 88 countries. For more information about Advisory Trust, please visit www.advisorytrust.com.
Media Contact: Megen Morris, Public Relations, 302-651-1462, mmorris@advisorytrustco.com
Business Contact: Robin Neil Haberle, Assistant Vice President – Marketing, 302-636-8516, rhaberle@advisorytrustco.com
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Contact
The Advisory Trust Company of Delaware
Robin Neil Haberle
800-258-6334
www.advisorytrustco.com
Robin Neil Haberle
800-258-6334
www.advisorytrustco.com
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