Bessemer Trust has launched a new
website for clients featuring consolidated information and tax
details across multiple accounts.
It features a dashboard design which consolidates the total value
of the account on the homepage.
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Other options include ‘total value over time’, which provides a
snapshot of the relationship with Bessemer since inception. An
‘overall asset allocation’ feature reports the current client asset
allocation across the bank’s asset classes.
An account section offers information about multiple Bessemer
accounts, including performance and tax information details. The
tax functionality includes calculations of estimated taxable
income, along with capital gains and losses. Information is
reported daily as of the prior business day, apart from performance
and estimated tax information, which is calculated monthly.
Features from the old site which remain available are account-level
asset allocation, transactions and holdings. Clients can also
continue to review statements, look up stock quotes and review
other market information.
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