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Secure information solution for securities services that is powerful, integrated and easy to use
J.P. Morgan ACCESS is a powerful, fully integrated, browser-based platform that provides easy-to-use applications for all of your information, compliance and portfolio management needs. Find all of the tools you need - in one secure place - with instant access to view, customize and monitor extensive information on your portfolio and the markets, with the ability to initiate transactions.
View real-time cash and securities positions or snapshots of your portfolio allocation, concentration and valuation. View your favorite reports or search for transactions or holdings via quick queries on the Dashboard. Receive alerts on corporate actions events, market news and responses to your inquiries. Drill down into a complete set of analytics, market data, information reporting and transaction processing tools.
| J.P. Morgan ACCESS® Dashboard |
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| Critical Information at Your Fingertips The J.P. Morgan ACCESS Dashboard provides instant access to business-critical information, immediately upon logging into the secure J.P. Morgan ACCESS portal. |
| Reporting |
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| Views Portfolio Reporting Views Portfolio Reporting is J.P. Morgan’s flagship reporting platform that is powerful and easy to use, empowering clients with “any view, any time.” |
| Performance Measurement J.P. Morgan provides an intuitive, Web-based data warehouse with dynamic security-level drill-down capabilities. Performance can be viewed in any currency on a realized or unrealized basis, across any subset of portfolios, including security, industry, economic sector, country, manager, asset class, composite or total fund level. |
| Compliance Reporting J.P. Morgan's Compliance Reporting provides clients with valuable exemption-based information that highlights potential warnings and violations to pre-agreed rules, tests and frequencies available via the Internet. |
| Tax Services J.P. Morgan E-Tax provides clients with one convenient data source designed to meet the needs of tax professionals, operations departments and investment managers. |
| Corporate Action Event Library J.P. Morgan's Corporate Action Event Library offers clients access to ADP's comprehensive Internet-based portal of electronic reorg documents. The service is a new paradigm in electronic publishing and distribution of "packaged" shareholder communications related to corporate events. |
| Proxy Services J.P. Morgan offers institutional investors an effective way to exercise their proxies and fulfill their corporate governance responsibilities. J.P. Morgan automatically delivers information covering annual and extraordinary shareholder meetings to clients and fund managers, and subsequently ensures their votes are submitted to the issuing companies. |
| Program Debt Reporting J.P. Morgan's Program Debt Reporting provides access to reporting on all debt issuances where J.P. Morgan is the Principal Paying Agent or Issuing and Paying Agent. |
| Accounting Statements J.P. Morgan takes accounting statements in a new direction by offering a way for clients to view official audited financial statement reports (FSRs) from anywhere in the world at any time. |
| Transaction Services |
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| Transaction Initiation Transaction Initiation is J.P. Morgan’s comprehensive browser-based tool for instruction capture across trade and cash settlement instructions. |
| Corporate Action Instructions Corporate Action Instructions is J.P. Morgan’s advanced tool for U.S. and global corporate action transaction processing. |
| InfoWeb J.P. Morgan's real-time, Web-based benefit payment system, InfoWeb, provides simplified disbursement administration, transaction initiation, on-line payment tracking and reporting at your fingertips. |
| Inquiry and Customer Service |
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| Inquiry Manager Inquiry Manager is J.P. Morgan’s market-leading solution for comprehensive inquiry management and reporting, enabling users to monitor and track their inquiries’ lifecycle, from issue creation to final resolution, all in real time. |
| Market Intelligence Market Intelligence provides global investors with a fast and efficient way to monitor market events that impact their investment holdings. |
| Tools |
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| Reconciliation Reconciliation is a powerful tool that allows clients to quickly and accurately identify reconciliation breaks between their source systems and J.P. Morgan files. |
| Secure eMail With the introduction of Secure eMail J.P. Morgan provides a safe, low cost means for online communication between our clients and our staff. |
| Security Administration Using the Security Administration application your designated administrators can manage user IDs and passwords securely and easily, eliminating the effort required by a manual or paper-based process, while decreasing risk and saving time. |
| DataXchange DataXchange is the universal connector that permits Clients to export or import financial data to or from their systems from or to J.P. Morgan's systems, saving time, reducing errors and improving STeP rates. DataXchange permits full integration and streamlining of business processes with J.P. Morgan. |
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