U.S. Bank Pivot 4+

U.S. Bancorp

    • Gratuit

Captures d’écran

Description

"For CDO clients and Custody clients only" The U.S. Bank Pivot mobile app offers some of the most popular features from the web, including comprehensive deal/account data, file cabinet, asset exposure, transactions, and critical notification. When you are commuting to work, away from your desk at the office, or traveling to meet with a client, the Pivot mobile app delivers the tools and data that matter most when you're on the move.

For Custody clients
• Accounts provides a comprehensive view of assets, trades, gain loss, and accruals.
• Files Cabinet: allows you to search and download any of the statements, reports or documents you get in the File Cabinet on the web.

• Transactions: give you the ability to see all cash and trades transactions for all your accounts in one place.

• Cash Approval: approve or decline cash transactions on accounts, ensuring timely and efficient transaction management.

• Corporate Actions: a comprehensive view of all ongoing and completed corporate actions. Approval functionality facilitates efficient peer review on elections, allowing
you to easily review, approve, or reject elections.

• Notifications: shares the most critical changes to your accounts, including trade activity, and cash activity, alerts, and approvals. Notifications can be specific to
an account or all accounts.

For CDO clients
Deals provides a comprehensive view of asset, account, test, and payment information, and access to the Time Machine feature which allows you to look back at cutoff date data.

• Files allows you to search and download any of the governing documents, cash files, trade tickets, and reports you can get in the File Cabinet on the web.
• Exposure gives you the ability to see how much exposure you have to certain assets across all your deals.

• Alerts shares the most critical changes to your portfolio, including test results changes, rating changes, and outgoing wire notifications.

*U.S. Bank Pivot mobile app is available for CDO clients and Custody clients only. Access to the U.S. Bank Pivot web application is required to use the mobile app. The mobile app is free to download. Your mobile carrier may charge access fees, depending on your individual plan.

Nouveautés

Version 25.0.3

Pivot Global Custody Enhancements
Filter the portfolio view to display Total Assets, Total Market Value, and Cash for Current Cash, providing a more precise and detailed financial overview.

Have quick access to Cash Activity, Trade Activity Approval, Corporate Action View, and Corporate Action Approval, streamlining navigation and improving efficiency.

Search for a specific currency to filter their assets, improving efficiency and user experience.

Search for accounts and quickly access detailed information for the selected account, enhancing usability and efficiency.

Improved the loading speed of the Pivot Global Custody home screen, enabling users to navigate to subsequent screens more quickly and efficiently.

Pivot Mobile users can now view and update their profile settings, providing greater control and flexibility on critical preferences.

Confidentialité de l’app

Le développeur U.S. Bancorp a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données établissant un lien avec vous

Les données suivantes peuvent être collectées et liées à votre identité :

  • Coordonnées

Données n’établissant aucun lien avec vous

Les données suivantes peuvent être collectées, mais elles ne sont pas liées à votre identité :

  • Localisation
  • Coordonnées
  • Diagnostic

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus

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