variable subpage header images

Business Portal

Consolidate Your Business Functions

Business Portal overhauls financial processes. Quickly and easily issue user accounts, make transactions, and hold funds with a single, easy-to-use tool.
Request Demo
Versatile Features to Improve Efficiency

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.

platform screenshot of customers
Streamline & manage customer accounts.

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.

platform screenshot of investments batch
View, create and share 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
platform screenshot of accounts view2
Link external financial accounts.

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
business platform documents
Go Fully Digital – Consolidate Your Docs

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
business platform developers
Convenience & Flexibility for Your 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.

business platform documents
Accounts Management

Within your Settings tab, you can manage all administrative aspects of your account, including team management, company information, and your personal user profile.

Ready to Get Started?

Learn more about how we can help your company. Speak with one of our business development specialists today.

Contact Us