A secure and controlled online portal to make managing your client's data effortless, and to empower your clients with the ability to directly influence their investments.
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The online access portal allows clients and advisers to remotely view and manage data and investments. White label branding lets you seamlessly integrate the portal into your business website.
Update personal details.
In a secure and controlled way, your clients can update their personal details directly. This means you always hold correct and current client data, straight from the source.
Interact with your clients.
Conduct online presentations in real time and let your clients monitor their investments and data when it's convenient to them.You control what they can see and you can tailor access to individual client needs.
Generate orders.
Let your clients self-manage their investments by generating orders directly via the online portal.
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Features
- Manage your end clients
- Collect client data directly into the CRM
- Give clients order generation capabilities
- Integrate your branding via a white labelled interface
Product: Private Wealth
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"Manage your clients' complete wealth needs, centrally."
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