Web based dashboards allow investment managers to publish intraday or daily holdings, cash and instrument transactions, valuations, performance measures and mandate variance to their clients within a company defined layout. Clients are able to amend / reorganise the layout to suit their preferences, providing a personalised form for data consumption. The final client defined layout is persistent, and is applied whenever the client opens the application.

The Client Portal also provides the ability for clients to view and upload documents / reports held within the document management system. Additionally, a client self service capability can be made available dependent on chosen client service models. Functions can range from the simple update of personal / KYC data to the full instruction of orders.

Wealth Intelligence's Client Portal module is a modern solution for a modern age; allowing your clients to access their data and portfolio reporting at any time, in any place and on any device. It provides your clients a better, more personalised customer experience, facilitates client engagement and marketing campaigns, whilst reducing the cost of service provision:

• Allow your clients to view the activity in their accounts, track their valuation and performance at any time, in any place and on any device
• Provide access to reports and documents contained within the integrated document management system
• Facilitate customer self service including updating personal details, uploading documents (ID&V etc.) and potentially ongoing suitability questionnaires or even the initiation of transactions / withdrawals
• Point of access for additional tools such as visualising total wealth / non managed assets, future needs, financial planning
• The client portal can be white labelled to your brand