Client portals for web and mobile. Delivered quickly.
Build your portal with our plug-and-play component library, including security, charting, libraries and messaging functionality. Brand the experience, connect your data, and deploy on our optimised Cloud infrastructure. Quick deployment, from zero to MVP in 30 days.
Control every aspect of the experience
Use the intuitive administration console to manage clients, content and assets. Monitor incoming account processes, including onboarding, risk profiling and trade requests. Use the built-in Analytics for insights on overall performance and client intelligence.
The portal is something you can touch and feel – a truly powerful experience.
London-based Wealth Manager, £4Bn AuM