When considering implementing a client portal into your advisory firm, it is advisable to measure all options against the following list:
- GDPR compliance and advanced privacy controls.
- Advanced account aggregation over and above Yodlee (CRM, platforms, DFMs and provider links).
- Plans for ISO27001 which is a global standard for Data Security.
- Proven reference sites. moneyinfo have over 90 firms in the UK and we are already tracking over £23bn in UK AUM.
- Bulk automated reporting functionality to deliver quarterly report packs, annual tax packs or any other content.
- Linked account and family balance sheet reporting.
- Advanced administrative functions to self manage client queries, usage, user/operator permissions.
- The ability to accurately report on plans within plans according to complex portfolio construction requirements.
Our multi-award winning client portals deliver against all of these points. Our standard setup fees of £5K include full app (Apple & Android) and desktop white-labelling, training, data feed setup and management, and adoption support from a dedicated implementation consultant.
To find out more book a 1-2-1 meeting , or call us on 03303 600 300. We’d love to hear from you.