WealthManager's Investor Portal enables firms to provide clients, prospects, and related parties with access to its data via the Internet.
Investor Portal can power an existing site or be the framework upon which a new site is built. Users can see portfolios, transactions, performance, statements, etc., and hold virtual sessions to collaborate with their wealth advisor.
A WEBSITE BUILDER’S TOOLKIT
Investor Portal is a toolkit for integrating with or building a website that accesses the WealthManager database in real time. Firms can use the WealthManager data and functions, all according to the firm’s web strategy, and with the firm’s look-and-feel.
Wealth management teams and the firm can expose items such as messaging, portfolios, positions, transactions, news and quotes, Client Reports, and a personalized 'net worth' view of all assets and liabilities.
The goal of Investor Portal is to provide the seamless integration of a client’s pertinent portfolio management data in the firm’s on-line offering.