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.
Giving clients access to the portal reduces the amount of time your client-facing teams spend fielding basic investor requests.
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.
Being able to incorporate your firm's branding reinforces your own corporate identity and gives a professional impression.
Manage your business efficiently from a single entry point.
Get connected to groundbreaking wealth management solutions.
We work behind the scenes with wealth managers and financial advisers to help them help you.