Client reports for private, retail or institutional investors.
Capture client risk profile and match with funds and model portfolios.
Showcase your fund range in an interactive and engaging way.
Analytics dashboard to understand client behaviour and extract value from data
Multi-channel client experiences, across web, email and mobile app.
Fits naturally and effortlessly in your data landscape.
Client onboarding and lifecycle management with KYC and e-signatures.
Scale and secure your client portal, with a Cloud-native solution
UK Fund Manager, £6Bn AuM
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