burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar
moneyinfo quotation mark icon

A better client experience

Your portal should provide the best client experience possible. You can hide an inefficient back-office from your clients but you can't hide from an inefficient or hard to use portal.

mobile

Flexibility

We integrate with Iress, Intelliflo, Curo, Pulse, Pershing, iMix and bespoke systems. Switch CRMs to suit your business without affecting your client experience.

mobile

Data Management

It’s a struggle to keep your CRM database updated. We manage all your platform and provider feeds, ensuring you deliver your clients up-to-date valuations.

mobile

A few more reasons

icon cleanse

Differentiation

Your clients should download your own branded app from the Appstores, not a third-party brand they will not recognise.

icon cleanse

Accessibility

Your clients need access on the devices they use everyday - their smartphone, tablets and PCs.

icon cleanse

Security

It must take everything away from email leaving nothing stored locally on any client devices.

icon cleanse

Ease of Use

It should be as easy to use as WhatsApp not more complicated than the Times crossword.

icon cleanse

Complementary

Your portal must complement the service you deliver and increase your client's financial peace of mind.

icon cleanse

Engagement

It should give your clients something they will want to use, not just an ability to view the output of your services.

icon cleanse

Adoption support

Your supplier should support you with ongoing marketing materials and strategies to ensure ongoing adoption.

icon cleanse

Tracking

If its measured, its managed. Measure your ongoing adoption and fine tune your communications to ensure frequency of login.

icon cleanse

Innovation

Select a supplier who can bring new ideas to improve your operating model like onboarding, client reviews and rebalancing.

icon cleanse

Focus

Select a service provider whose business is 100% focused on client portals.

icon cleanse

Privacy

Easy to use, secure GDPR compliant privacy controls giving your clients confidence to upload their own data.

icon cleanse

Confidence

Be confident in your choice and roll out a client portal you are proud of.