DYNAMIC CLIENT PORTALS

Create dashboards for your specific client types.

Interactive dashboards

Utilize interactive dashboards with automatic data feeds to better develop your client relationships.

Prospect portal

Create client portals with information curated to your client type from HNW,, institutional, professional clients and much more.

Automated Calculations

Client account information and analytics are automatically calculated by the system and displayed in meaningful plugins.

Accessible anywhere

All client dashboards similar to all suites are accessible on any device. Internal staff and clients always have the right information at their fingertips.

Optimal user friendly portals

Connect with your clients.

Find out how to take your client management to the next level.

READY TO TAKE YOUR CLIENT MANAGEMENT TO THE NEXT LEVEL?