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.
Offer your advisory services via a digital channel by giving your clients access to their investments online.
Simple set-up and no upfront cost.
Your advisory services. In your Look & Feel.
Access to more than 40 custodian banks.
Complimentary to your portfolio management system.
Online access for your clients.
Digital prospect channel to find new clients.
Digital reporting of performance and key figures.
Asset consolidation from multiple custodian banks.
Swiss tax reporting automatically available in the platform.
Delight you clients with a digital experience and offer your advisory services via an easy-to-use Client Portal.
Meeting expectations of the next generation wealth management clients.
Increase customer satisfaction by opening a digital channel.