why invest in client portal software
In a digital-first world, how can wealth managers stay close to their clients?
Trust, discretion and finesse make a great Wealth Manager. This hasn’t changed but wealth portal technology has. A market-leading Client Portal will help your advisors reach new audiences, deliver seamless reporting and stay close to their clients.
Your CRM may come with a free portal, but does it convey the right feel? Trust our specialist Client Portal technology to deliver a cutting-edge experience worthy of your brand.
Client engagement
Engage clients, encourage loyalty and referrals
- Meet client demand for secure portfolio access, on desktop to mobile
- Foster loyalty, with always-on access that keeps clients engaged with your brand
- Encourage referrals through the Client Portal, the tangible part of your value proposition
Information Security
Active protection for your clients’ data
- Enjoy the full protection of Microsoft Azure and Google Cloud investment in security
- Protect your data with strong SSL/end-to-end encryption and two-factor authentication
- Penetration-tested as per requirements and accredited by ISO 27001 standard
Cost-efficient solution
Use technology to achieve more with less
- Service a larger pool of clients without expanding the team or compromising quality
- Save up on compliance costs by centralising and streamlining consent management
- Dramatically lower Total Cost of Ownership (TCO) through a SaaS Client Portal
Key features for wealth managers
Mobile-first experience
Responsive website
Client Portal web experience optimised for laptop, tablet, or smartphone. Layout adapts to screen size, performance optimised for mobile networks.
Native mobile app
Native iOS and Android app installable from Apple and Google app stores, and featuring biometrics such as Face ID and fingerprint recognition.
Customised to match your brand
Start quickly with our built-in themes or ask us to match your brand guidelines. Each chart, table and label can be customised for a unique user interface.
Financial reporting
Animated charting engine
Communicate financial and investment data with bright and engaging visualisations. From time series to heatmaps, a complete charting library.
Interactive controls
Allow Clients to interact with the data using interactive controls such as time spans and filters. Intuitive controls to search, filter and sort tables.
Multiple report formats
Interactive client reports in native HTML5, accessible with navigation controls. Data is exportable for Excel, PowerPoint or scalable, optimised PDF.
Secure access
Secure login with 2FA
Users can authenticate via email or using Google, Microsoft, and Apple accounts. Support for strong password and multi-factor authentication via SMS.
Account registration
New account creation directly by users, following best-practice password security protocols. Email addresses and mobile numbers verification.
Profile management
Clients are encouraged to complete their profiles and manage their accounts and reset passwords as needed.