Giving investors & advisors the intuitive features they expect
We’ve been building secure investor portals for a long time. As our technology platform grows, so does the feature set that we have developed along the way – we’ve put together some of those features into a gallery to give you an idea of how we have been improving the user experience for investors and advisors.
- Dashboards: interactive charts & tables
- Custom reports: filters & exports
- Documents: organizing & sharing
- Security: multi-factor authentication & login features
- Administration: emulation & messaging
Please fill in the form to view the features.