Solution introduction
Client Access Reporting Analysis
You can provide your clients with a modern and easy-to-navigate client portal to access their portfolios, view documents and interact with your advisors
Portal, the most popular segment of our platform, our Portal dashboard suite, is both the investor portal and client portal. This module lets our customers and their investor clients benefit from state-of-the-art presentation tools that allow you to visualize portfolio performance, risk management, and any other area of financial performance in exactly the format and presentation you need to be confident and up-to-date.
