In a digital-first world, how can Wealth Managers connect with their clients?
Trust, discretion and finesse make a great Wealth Manager. This hasn’t changed but wealth management software has. A market-leading client portal will help your advisors reach new audiences, deliver seamless reporting and stay close to their clients.
Trust our specialist secure client portal to deliver a cutting-edge experience worthy of your brand.
Loyalty and referrals
- Meet client demand for secure, instant portfolio access for their browsers and mobiles.
- Foster loyalty, with always-on access that keeps clients engaged with your brand and insights.
- Encourage referrals through the Client Portal, the tangible part of your value proposition.
Cloud-native data protection
- Enjoy the full protection of Microsoft Azure and Google Cloud investment in security.
- Protect your data with strong SSL/end-to-end encryption and two-factor authentication.
- Independently penetration-tested on a regular basis, and accredited by ISO 27001 standard.
Achieve more with less
- Service a larger pool of clients without expanding the team or compromising quality.
- Save up on compliance costs by centralising and streamlining consent management.
- Dramatically lower Total Cost of Ownership (TCO) through a SaaS Client Portal.
The portal is something you can touch and feel – a powerful experience.
London-based Wealth Manager, £4Bn AuM
