Asset Managers
Fund centres
Searchable fund explorer and digital fund factsheets. Animated charts, document libraries and watchlists.
Wealth Managers
Client portals
Secure, always-on, mobile-friendly access to personal valuations and investment accounts.
Institutional and Alternatives
Client reporting
Secure portals for client on-boarding and reporting for sophisticated and professional investors.
Management information
Analytics
Combine client behavioural data with internal analytics for KPI tracking and informed decision-making.
Just add water
Engaging client portals and reporting, delivered at the speed of digital.
- Ready-to-go component library including secure access; charting and reporting, document libraries and messaging
- Brand the experience, connect your data and deploy on our optimised Cloud infrastructure
- A true agile powerhouse: from zero to MVP in 30 days
Command and control
Empower your team to control every aspect of the experience.
- Intuitive controls to manage users and permissions; content and media; forms and incoming leads
- Monitor incoming Fund and Portfolio data feeds, and assemble into interactive factsheets and client reports
- Built-in Analytics for insights on overall performance; campaigns, content, groups or individuals
"The portal is something you can touch and feel – a really powerful experience and a neat way for clients to share their experience of working with us"
London & Capital
Full trust in Zero-TRUST
Active protection for your most valuable asset: your clients' data.
- Robust authentication and user management provides safeguards your clients' data from the ground up.
- Maintain regulatory compliance, using user profiling and notifications to show the right content to the right audience
- The solution is hosted on Microsoft and Google Clouds, and the parent company is certified for ISO 270001
Our thinking
Experience > Performance
In a digital-first world, customers value experience more than performance.
Which is just as well, because on average 50% of you underperform the market.