Portfolio provides searchable and filterable access to account statements and transaction records for Marex Group’s clearing clients, on desktop and mobile devices.
Neon Portfolio replaces previous solutions (including Passport) and expands the features available. It will be rolled out to Marex North America clearing clients in July, followed by other regions clearing clients later in 2021.
Features
- View, filter and search transactions, positions and balances
- All updated within minutes of activity
- View on any device (including mobile)
- Adapt report columns to suit your needs
- Advanced filter options: search by Firm, Office Code and Salesperson
- Transactions: detailed records of Confirmed Trades, Transactions and Prelim
- Positions: Position and Delivery Reports
- Balances: Cash Movement and Account Performance
- Breakdown by Account to view specific transactions
- For Brokers: Admin all your accounts with the new Brokers tab
- Coming soon: Export data in CSV format
- Coming soon: Access daily and monthly statements
Neon Portfolio is available to Marex Group clearing clients. Sign up / log in to Neon for access.
Read our Help & Support Guide to using Portfolio.