Portfolio Holdings

Portfolio Holdings are available through Aberdeen Connect

Connect is Aberdeen’s digital client service platform created for our professional clients.

Connect gives users access to their Portfolio Holdings data, ability to view and download valuation and transaction data, and provides a secure way to receive reporting.

Gives all users access to view publicly available funds' portfolio holdings and linked user access to Segregated portfolio holdings

Client Data

Client contacts can be linked to their accounts to see valuation, transaction and holdings data

Document Library

Secure sharing of documents and scheduled reports with users

Portfolio holdings