J.P. Morgan Access

J.P. Morgan ACCESS® Securities
for Pension Executives and Managers

Power your need to know.

 

We'd like to offer you easy access to high-level performance, compliance and securities lending views with the ability to quickly drill-down to robust detail.

J.P. Morgan ACCESS® Securities is a powerful and easy-to-use online portal that delivers a single, secure, readily accessible source of critical fund data, presented clearly and efficiently.

  • Intelligent — high-level views of key performance metrics
  • Intuitive — an easy-to-navigate, integrated user experience
  • Personalized — clients can tailor must-have details to their immediate needs

Portal
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Dive deeper into your investments with J.P. Morgan Portfolio Insight, a new dashboard that consolidates data across multiple asset classes into simplified reports for optimal transparency.

With the ability to incorporate derivative notional values and dynamic views of commingled funds, this customizable risk management solution  delivers the efficiency and flexibility to thrive in today's regulatory climate.

  • Powerful drill-down and graphical capabilities that enable individual position analysis 
  • Views spanning a variety of variables, including counterparty, country, currency, industry, issuer, modified duration and security ratings
  • Composite sub-fund and fund of fund reporting
  • Comprehensive security reference data, including best-in-class issuer hierarchy

Portfolio Insight
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J.P. Morgan ACCESS Securities for the iPad delivers crucial information for on-the-go pension executives:

  • Monitor monthly performance
  • View online holdings and cash balances
  • View custody account transactions
  • View reports you ran on the J.P. Morgan ACCESS portal

Available at the App Store

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