on - last edited on by
sara.row
Tell me how it will help me
With increasing competition and digital savvy consumers comes a demand for a secure and straight-forward way for clients and advisers to engage and communicate with each other 24/7.
To remain relevant, the financial services business of today needs to deliver a professional and personalised digital experience to their clients, offering an accurate perspective of their investments and financial life. Client Portal provides a secure line of two-way communication–making it easy and efficient for you and your clients–and can be delivered at scale with ease.
Tell me what it actually does
Accessible via mobile, tablet, laptop and desktop, Client Portal is contemporary and easy to navigate– your clients can engage with their financial information and interact directly with your business through secure messaging.
You select from a suite of widgets that provide information and functionality for your clients in the front-end interfaces. With different layouts to choose from, and adaptive to your brand style, it truly becomes your front-end.
The back-end is built on a sophisticated, userfriendly content management system (CMS) that draws on data in your existing Iress systems and presents it in the front-end interface for your clients. The CMS is an easy to administer, flexible solution that delivers your digital client experience at scale.You are able to choose one of three different views for each client. Each view comes with a range of features and sensible default options to make setup even quicker. Our team can take you through these views and options in more detail.
To find out more, click here
