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
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