A digital offering is a key requirement for today’s wealth managers and InvestPro’s self-service web portal meets the industry’s digital requirements and integrates with other critical systems. This is proven to generate administrative efficiency gains, reduce operational risk and improve client satisfaction for wealth products.

Customised with your branding, the online portal gives advisers and clients secure access to view valuations, place orders and view transactions in real-time. Security is in-built with two-factor authentication via SMS and the ability to assign access rights to each user type.

• Online customer/advisor portal
• Integration with CRM systems
• Model portfolios
• On-demand portfolio valuation statements
• Multi-asset and currency

InvestPro offers a complete solution for wealth managers to provide automated and exception-based investment administration. InvestPro’s client portal enables advisors and clients to view valuations and transactions in real-time, make investment decisions, enter and manage orders with access to a wide range of brokers and fund houses. 

This open architecture, white-labelled solution is easily configured to provide different access rights for each group of users, and an in-built rules and breach mechanism provides continuous oversight in the investment administration process.