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Investor Portal

Empower Your Investors

Whether you are an Advisor, Fund Manager, or an Enterprise organization needing to digitally onboard and manage your customers, the Investor Portal will improve your operations and client satisfaction.
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Simple Solutions for Complex Problems

Remove the headache of time-consuming client reporting and payment gaps by enabling clients to view their account information in real time. They can also make payments and initiate investments as desired.

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Keep Clients Informed

The user dashboard provides full account visibility.

Clients can view:
• Cash balances   • Asset values   • Transaction history

The top navigation dropdown on the dashboard lets users easily toggle between their different account types (Retirement Accounts, Trust Accounts, etc.)

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User Investment Transparency

The User Portal Investments tab gives clients the ability to invest in a broad range of asset classes and funding vehicles. You can view your client’s investments through your Business Platform as well as draft new investments on their behalf.

Clients can view:
• Fund types   • Deal values   • Investment status & histories

Once investments are approved, users can navigate to the Assets tab to track their investment progress.

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Help Clients Stay on Track

Clients can add vendors and make payments directly through their User Portal. For retirement accounts, this enables users to code transactions to specific assets.

Clients can view:
• Add vendors   • Make payments   • Stay compliant

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For a Seamless Experience

Your business can integrate its core branding directly into the platform, so your clients feel right at home. Customize the User Portal with your logo and color palette.

We also support hosting the platform on your own domain.

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Track and Manage

User's investment assets are centralized in the Assets Tab. Quickly inform your clients in detail about all assets held in custody.

Clients can view:
• Asset Value   • Type   • Quantity   • Current Status

Cut down on unnecessary communications by increasing transparency.

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Consolidate Related Documents

The User Portal Documents tab can save businesses time by streamlining the flow of paper-work and keeping documents organized. Upload, review and download docs directly to your desktop.

Clients can:
• Download   • View   • Add Documents

Give your clients the ability to access and communicate important documentation.

Ready to Get Started?

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

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