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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.

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Flexibility

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

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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.

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A few more reasons

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Differentiation

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

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Accessibility

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

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Security

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

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Ease of Use

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

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Complementary

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

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Engagement

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

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Adoption support

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

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Tracking

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

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Innovation

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

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Focus

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

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Privacy

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

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Confidence

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

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