Portal+ Overview

Portal+ is a comprehensive turnkey solution that allows Advisors to communicate with customers while allowing disseminating information internally to the firm. Portal+ is transformative for companies that are tired of limiting internal access due to the prohibitive costs of adding users. Companies struggling with the cost to productivity trade-off have solved that problem with Portal+.

The Advisor can customize what each user has access to through the management console. The management console controls their access to customers, applications, and rights using roles.

Portal+’s modular design allows the Advisor to decide what applications fit their unique needs, and only pay for what they need.

Portal+ is a modular web application that allow the customer to configure the set-up and applications for their internal and external users.

There are two major components that facilitate the communication with the Advisors customers

• Document Vault
• Reporting and Packaging

The user experience is driven by the customizable landing page and customer dashboards.

Use Cases:

Hybrid Manager

Asset Manager

Wealth Advisor

Features:

• Document Vault – document storage and delivery system
• Reporting – 50+ reports
• Report Packaging
• Data Visualizations
• Integrations
• Multi-Factor Authentication (optional)
• Customizable Landing Pages
• 7 quick view dashboards (Account Overview, Account Summary, Holdings, Fixed Income Holdings, Performance Overview, Realized Gains, Transaction Summary)
• Permission based roles