You can provide your clients with a modern and easy-to-navigate client portal to access their portfolios, view documents and interact with your advisors.
Our solution offers a built-in mail shooter to send or schedule report mailings to a group of clients, a webchat to instantly communicate with investors and a Dashboard vault to enable public and private client’ information management in a single secured place.
Adaptive Brand Identity allows for configuration of color palettes and logo-images. Full support for different types of devices (smartphone, tablets) in a responsive interface. Easy to use with a fast learning curve.
Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.
read more →A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.
read more →This is our flexible and straightforward portfolio accounting component.
read more →Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers.
read more →Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.
read more →Fill out the form below and we will contact you to schedule a demonstration of our Investment Management solution
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