Searchable fund explorer and digital fund factsheets. Animated charts, document libraries and watchlists.
Secure, always-on, mobile-friendly access to personal valuations and investment accounts.
Institutional and Alternatives
Secure portals for client on-boarding and reporting for sophisticated and professional investors.
Combine client behavioural data with internal analytics for KPI tracking and informed decision-making.
"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
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.