The full authentication and authorisation suite, including account creation, management and bulk on-boarding.
Data breaches happen when users reveal passwords. Enforce best security practices with two-factor authentication is in everyone’s interest.
We are data and CRM agnostic. Past the security layer, all customer information remains on your CRM, streamed in real-time as needed.
Our platform has successfully passed multiple penetration tests at both application and infrastructure level.
Beautiful, personalised experience
Every pixel tells your story
No templates or paint-by-numbers design. Our UX experts will design a unique experience for your brand, from the ground up.
Swish, zoom, pinch, drill down and back up. The full palette of performance and breakdown charts interactive and in-motion.
From reports and valuations, to document libraries and secure messaging, the portal is a complete digital touchpoint with your customers.
Think global, speak local
From language and region detection to translation mechanisms, we support all the countries and languages you operate in.
Connect to repositories
Documents can be imported and tagged directly in the system, or sourced securely from 3rd party providers and other repositories.
Create personalised libraries by tagging documents for individuals or filtering by contact status, location or function.
Branded, on-demand generation of fund factsheets, valuations , reports and other documents directly to PDF.
Audit and analytics
Track customer engagement by directly logging downloads and other activity on your CRM, or for reporting on PowerBI.