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.


Plug & Play

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.

noun_Online Banking_445199.png

Online access for your clients.

noun_online course_2224377.png

Digital prospect channel to find new clients.

noun_Online Report_1844964.png

Digital reporting of performance and key figures.


Asset consolidation from multiple custodian banks.


Swiss tax reporting automatically available in the platform.

See all platform features>

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

We respect your integrity.