Solution introduction

Private fund manager client portal

A secure, personalized way to communicate and share intelligence with your investors, created to meet your compliance and privacy requirements

Tomorrow’s service, today
Provide investors with on-demand access to documents and reporting through a secure, branded web-based portal.

Efficiency and transparency
Optimise investor relations, business development and more while securely sharing sensitive fund information with your clients.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.