Paving the way to a more effective, efficient and economical client experience.
Cutting edge client portal
A secure online portal that’s easy and intuitive to use, so you and your clients always have a clear view of holdings, asset mix, performance and much more.
Manage client communications
Organize and search your client interactions online with the Investor Relationship Management (IRM) feature.
Electronic statements
Easily publish client statements, tax slips, and trade confirmations to the portal and have them readily accessible for your clients.
Digital onboarding and account opening
Open certain types of accounts online with electronic signatures and screening tools to ensure applications are accurate and complete.
