Portal+
A comprehensive turnkey solution for advisors to communicate with clients and disseminate information internally - all for one inclusive price.
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Portal+ Release Notes
Stay up-to-date with the latest features and improvements in Portal+
Portal+ Overview
Comprehensive client portal solution for investment advisors
Portal+ eliminates the cost constraints of adding users to your platform, optimizing the productivity-cost balance for advisory firms. The management console enables precise user access control for clients, applications, and role-based permissions.
With its modular design, Portal+ allows advisors to select and pay for only the features they need, creating a customized solution for both internal staff and external clients.
Key Communication Components
Two major components facilitate communication with clients:
User experience is enhanced through customizable landing pages and interactive dashboards.
Use Cases
Hybrid Manager
Streamline operations for hybrid advisory models
Asset Manager
Enhance portfolio management and reporting capabilities
Wealth Advisor
Provide comprehensive wealth management solutions
Key Components
- Report Packaging & Distribution
- Customizable Landing Pages
- CRM & Trading Integrations
- Role-based Permissions
- Document Vault Storage System
- Custom Development Options
- 50+ Standard Reports
- True Group Functionality
- Interactive Data Visualizations
- 7 Quick-View Dashboards
- Multi-Factor Authentication
Quick View Dashboards
Account Overview
Comprehensive view of account performance and allocation
Account Summary
Quick snapshot of account balances and recent activity
Holdings
See detailed breakdown of all holdings
Fixed Income Holdings
Focus on fixed income and cash positions
Performance Overview
Compare performance across different time periods
Realized Gains
Track realized gains and losses
Transaction Summary
View all transaction activity
Ready to get started with Portal+?
Contact us today to learn more about how Portal+ can help streamline your operations and better serve your clients.
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