Reporting Features Offer More Interactive & Intuitive Web Experience
Jenkintown, Pennsylvania (March 31, 2014) – Pitcairn is pleased to announce our new and improved website, pitcairn.com. The enhanced site is designed to provide clients with a more interactive and intuitive web experience that offers centralized information regarding accounts, additional resources including articles and investment commentary, and the latest news from Pitcairn.
President & CEO Leslie Voth states that technology plays an increasingly important role in delivering state-of-the-art client service. “Our goal is to provide an interactive experience where clients can securely access their reports and easily interact with their information when and where they wish. The new features afford clients access to their information using PCs, smart phones, and tablets as well as allow them to customize how they view their information. At the same time, our commitment to “high-touch” personal service continues unabated.”
The secure reporting site offers enhanced features that provide clients with account information including: Account Summary; Account Holdings; Security Holder Cross Reference; Transactions; Realized G/L; and Performance Summary. Clients can filter and customize information based on how they prefer to view their reports and they can drill down into more granular details such as market data, tax lots, and account holdings and performance by asset class or product.
Clients have the ability to upload personal documents and view their statements, performance reports and tax-related information. In addition, they have access to other resources including articles, investment commentary, and news and events at Pitcairn.
Pitcairn is one of the world’s leading family offices. Dedicated to helping families sustain and grow their substantial, often complex financial assets, Pitcairn also supports the unique heritage of its clients across multiple generations. The firm is recognized as an innovator and global leader in the family office industry since its inception in 1923. Today, Pitcairn continues to redefine the family office experience for generations of the world’s wealthiest families. Headquartered in Jenkintown, Pennsylvania, the firm also has offices in New York and Washington, DC as well as a network of resources around the world.