Secure client portal for investment managers to showcase portfolio insights.

A well‑designed client portal can become the centrepiece of an investor’s digital experience, and this platform is built to do exactly that. Users can access investment portfolio insights via an intuitive dashboard with data and visualisations.

Granular permissioning ensures that every stakeholder sees only what they should, which is managed by categorising groups of users, products and features. Seamlessy integrate with your website to showcase fund performance and returns for your range of products in a way that feels like a natural extension of your brand. Publish current and historical documents and data on a schedule that you decide. Integrate with our platform to enable automated releases. Contact us for more details on the functionality and request a demo.