PORTFOLIO TOOLS FOR YOUR CLIENTS
Give the perfect portfolio overview
Simple and easy to use, our investor tools give your clients access to portfolio overviews, performance insights and reports, all from either web or mobile.
So you can offer investors the wealth insights they need, in the way they prefer – a modern, digital-first solution.
Get started, get results
Our web-based investor tools are simple for clients to set up and use, with an intuitive interface and lightning-fast response across all devices. No software to download or plugins to install.
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Put investors in control with direct access to portfolios, performance, exposure and reporting
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Stay in touch through a secure mail channel
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Grow your assets under management by empowering your clients to add further assets, which you then optimise in the portfolio
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Let users choose from a selection of pre-defined layouts or create their own dashboards – all branded how you like
See and serve your clients from every angle
Combine modules into a toolkit tailored to doing what you do, but better.
