Client Portal - Clear Minds
Client Portal

A new channel for your advisory services

Offer your advisory services via a digital channel by giving your clients access to their investments online.

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Plug & Play

Simple set-up and no upfront cost.

White-Labeled

Your advisory services. In your Look & Feel.

Multi-Custody

Access to more than 40 custodian banks.

Features

Complimentary to your portfolio management system.


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Online access for your clients.

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Digital prospect channel to find new clients.


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Digital reporting of performance and key figures.


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Asset consolidation from multiple custodian banks.


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Swiss tax reporting automatically available in the platform.



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Stay present in a changing world

Delight you clients with a digital experience and offer your advisory services via an easy-to-use Client Portal.

Your Benefits


Win over future clients

Meeting expectations of the next generation wealth management clients.


Retain existing clients

Increase customer satisfaction by opening a digital channel.

Want to know more?

Book Demo

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