Whether you have hundreds of clients to serve, financial targets to hit, or need back-office improvements, Business Portal delivers a feature-rich toolkit that will automate and reduce your administrative workload.
Customers
Keeping up with customers can be overwhelming. Now you can view all your customers in one tab to get a detailed activity updates.
- View total customer number
- Search by customer names or account numbers
- View documents, vendors, and account status
Learn more about what your customers or clients see on our User Portal.
Investments
The investment tab helps you curate and track super-assets – investments with multiple investors. This enables you to invite clients to view information about and consider specific investment opportunities.
- Add assets
- Create investment templates
- Send batch or selective invites
Treasury
The Treasury tab is the home base for your business account. It lets you view your general ledger of transactions, manage and view vendors, and link external financial accounts.
- Deposit funds
- Withdraw funds
- Make payments
Documents
Keep your vital documentation right in your Portal. Memorandums, licenses, invoices, or any docs your you need at hand can be uploaded, stored, or downloaded for easy access.
- Download
- Review and share
- Add documents
Developers
As integral parts of most teams, developers need to access their tools in order to operate effectively. We’ve made it easy for your developers to house and generate API keys for optimal integration.
Learn more about our API.
Settings
Within your Settings tab, you can manage all administrative aspects of your account, including team management, company information, and your personal user profile.
Learn more about how we can help your company. Speak with one of our business development specialists today.
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