Investor Portal

Investor Portal - Pershing Limited

Give Your Clients Secure Online Access to Their Portfolios

Our investor portal gives your clients online access to their investment portfolios. Personalised to reflect your firm’s corporate identity, this feature-rich site provides a window into their investments.

  • The latest security technology gives peace of mind
  • The flexibility to choose which pages and features to offer your clients
Greater Efficiency

Giving clients access to the portal reduces the amount of time your client-facing teams spend fielding basic investor requests.

Cost Effective and Ready to Run

A white-labelled site avoids the cost of building, managing and maintaining your own site. It’s also fast to set up and easy to implement.

Strengthen Your Brand Awareness

Being able to incorporate your firm's branding reinforces your own corporate identity and gives a professional impression.

Featured Solutions and Resources