Client Portal

A mobile-first, self-service platform for your investors and advisors to view Fund information, analyse their performance, holdings and flows and manage digital documents
Client Experience Digital Engagement Performance & Benchmarks Digital Factsheets Brand Experience Prospect Portal Customised Dashboards Digital & CRM Integrations
Find out more

Our Client Portal in numbers

+289%

The increase in digital data requests via our Client Portal compared to pre-COVID-19 levels

50+

Customisable dashboards allowing users to customise their own views based on the data and insights that is important to them

99.9%

Portal availability and service uptime over the last 12 months across our clients

Key Features

Interactive Dashboards

Utilize interactive dashboards with automatic data feeds to develop your client relationships

Automated Calculations

Client account information and analytics are automatically calculated by the system and displayed in meaningful plugins

Prospect Portal

Create investor portals with information curated to your client type from HNW, institutional, professional clients and much more

Accessible Anywhere

All client dashboards similar to all suites are accessible on any device. Internal staff and clients always have the right information at their fingertips

Real-time Data Integrations

Use our advanced data integration services to exploit rich client portal data to inform your client master data, sales analytics and marketing decision making

Personalised Experiences

Allow investors to create their own experiences, with drag & drop dashboards and user preferences, such as languages, currencies and notification settings

Investor portfolios in context

Whether across complex fund series accounting structures, segregated account groupings for institutional clients or other complex client reporting groupings, our investor portal dynamically breakdown market movements so that Investors can really see what is behind AUM movements. Across any period. Across any products.

How our Client Portal empowers internal and external users

Client Service Specialist

Institutional Client Group

I want to be able to automate client reports and management of service obligations whilst improving the relevance of insights shared with clients

End Investor

High Net Worth Individual

I need to be able to see the market impact on my investments across funds and access my documents at the push of a button

Head of Analytics

Global Distribution

I want to be able to incorporate client portal usage data into prediction and risk models to track investor engagement and sentiment

Interested in finding out more?

Book a product demo to see how our Client Portal solution can help you increase prospect conversion rates, retain at risk clients and reduce service overheads for your organisation