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.
Dashboard
Your Home Base
View important, high-level account details.
- Total Cash
- Cash Available
- Pending Transactions
Use the sidebar to access different features within your account.
Bill Pay
Pay Vendors with Ease & Accuracy
Pay company expenses, third-party services, or outstanding bills all through your Business Portal.
- Add vendors
- Select a transfer type (ACH, Wire, etc.)
- Send payments with cash balance
Save time by paying multiple vendors at once through our Batch Pay feature.
Accounts
Link External Bank Accounts
Link multiple bank accounts to your Portal. Pull from your linked accounts to deposit cash for transfers, reserves, and investments.
- Opt to add a new account
- Enter your account details
- Start making transactions
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
- Add Documents
Gain the ability to access and communicate important documentation.
Customers
Streamline & Manage Customer Accounts
Keeping up with customer payments can be overwhelming. Now you can view and pay all your customers in one tab.
- View active customers
- Make payments and collect fees
- Manage customer accounts
- Receive status updates
Learn more about what your customers or clients see on our User Portal.
Prepare Reusable Investments
Invite Multiple Clients
Prepare supporting documents and signature forms to share with your clients. Manage investments from fund allocation to distribution.
- Create investment assets
- Invite customers to invest
- Pay dividends to investors
Trust Platform also lets your customers hold investment in a variety of self-directed account types (IRAs, 401k’s, Trust Accounts, SEP’s).
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.
Ready to Get Started?
Learn more about how we can help your company. Speak with one of our business development specialists today.
Contact Us