What is eServices?

Log in to eServices

eServices is our online reporting system providing access to portfolio information, asset statements, market insights and commentary. The system allows you to request, run and view reports for your portfolio when you wish. It provides the same features as our monthly and quarterly statements whilst allowing you to generate reports on any business day. Furthermore, you can store your asset statement as a pdf file within the system and download for your own use when you need to.

eServices is designed to be used on your PC, tablet or smartphone. It is a safe and secure way for users to view portfolio information. There are three required security credentials – User ID, RSA SecurID and a PIN number.

Within eServices, there are a number of separate functions:

Portfolio

Documents

Inbox

Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

John Gordon

John Gordon

Business Development Director
Telephone:
john@cazenovecapital.com
James Gladstone

James Gladstone

Head of Wealth Planning
Telephone:
james@cazenovecapital.com