Client portal

Realtime portfolio and account information on any device

Allow your clients to access and manage their portfolio and account information via a branded digital portal in real time and on any device.

Increase your appeal

Expand your brand’s appeal to the next generation of digitally native investors by deploying a modern, intuitive digital service designed to deliver optimised customer experiences.

Save on tasks

Allow clients to view and update any information you hold on them, saving contact time with relationship management teams as well as reducing back-office task volumes.

Go multi-platform

Offer a true omnichannel experience by providing clients with a consistent brand experience and service, no matter the channel, platform or device they’re on.

Boost efficiency rates

Let clients enjoy zero lead times between requested and received information with our portals offering access to real-time information whenever and wherever they want it.