Engage your clients and empower advisers with the speed, reliability, security, and modern user experience of our native mobile apps.
Our portal offers real-time, in-depth portfolio appraisals that provide you with a clear and up-to-the-minute overview of your investments. Say goodbye to the guesswork – track the performance of your assets effortlessly! Integrates with your favorite data vendor, such as Bloomberg, Reuters, Infront, Morningstar and Refinitive.
Transparency is key. With our Client Portal, you gain access to detailed performance reports that break down your investments, showing you exactly where your money is working hardest. Make informed decisions with confidence! Easily integrate with you Portfolio administration systes from global rekknowned brands such as SS&C Advent, SimCorp and others.
Your clients financial journey, all in one place. The portal keeps an exhaustive record of your transaction history, making it easy to trace your investment decisions over time. No more digging through paperwork – it's all at your fingertips!
We believe in responsible investing. And your clients are getting more and more interested in how their portfolio will affect the tomorrow. Our portal includes vital ESG (Environmental, Social, and Governance) information on your portfolio, empowering you to align your investments with your values and ethical considerations.We integrate with known brands such as MSCI, Sustainalytics, ClarityAI, Bloomberg ESG and Refinitive ESG.
Your clients come first. Access your financial world on any device, anywhere, anytime. Our user-friendly interface ensures a seamless experience, so you can stay connected to your wealth effortlessly.
Your financial security is our priority. We've implemented state-of-the-art security measures to safeguard your sensitive information and transactions. We can even make sure that the data is stored within your geographic locations or nation. Please ask us for more information.
Join the future of wealth management with our Client Portal – where innovation meets personalization. Take control of your financial destiny, enjoy peace of mind, and make your wealth work smarter and harder for you.
Don't miss out on this game-changing opportunity to elevate your wealth management experience. Contact us today to schedule a demonstration and experience the future of wealth management firsthand. Your financial success awaits!
Good communication between wealth management companies and clients is crucial for modern, client-focused wealth management, especially regarding ESG data and legal responsibilities like KYC and AML. This communication builds trust, transparency, and client engagement. Open channels allow clients to participate in decisions, understand their portfolios better, and get quick responses to their concerns. This strengthens the client-advisor relationship and leads to more successful wealth management strategies.