CLIENT PORTAL

The new era of digital client experience: secure, intuitive & deeply insighful

 

As an asset manager or asset owner, you face growing pressure to deliver information that is not only reliable and real-time but also relevant and tailored to every stakeholder. Static reports no longer meet expectations. Today, your clients and internal teams all demand a 360°, interactive, and on-demand insights experience—tailored to their specific needs.

This shift reflects a deeper change: users now expect to explore and act on data independently, without relying on manual processes or fragmented tools. The new standard is an immersive, unified information ecosystem—interactive, intuitive, and designed for autonomy. 
 

What if each stakeholder could enjoy a seamless, tailored experience—navigating and acting on live insights through intuitive, role-based dashboards? 

 

 

SEE WHAT MATTERS — BY ROLE AND PORTFOLIO TYPE, WITH DEEP COMPREHENSION


AMINDIS' Client Portal is more than a communication tool; it’s a powerful digital experience designed for the new era of investment management. Whether you’re an internal team member or an external client, you get instant, intuitive access to dynamic, role-based dashboards tailored to your portfolios. 
 

With our low-code/no-code framework, you can easily build, adjust, and personalize dashboards. The Client Portal itself enables you to trigger calculations on the fly, and explore insights with full autonomy. The result? High-value experience, faster decisions, greater comprehension. 
 

The Client Portal offers:

  • Smart, contextual navigation,

  • Adaptive dashboards: intuitive view of dashboards to match portfolio types and user roles

  • Immersive visuals: dynamic charts, videos, pivot tables,

  • Full brand integration: reflect your identity for a premium and immersive client experience,

  • 360° data access: connect and centralize internal and external sources (financial, accounting, regulatory, ESG), 

  • On-demand executions: trigger calculations and actions based on live parameters, 

  • Embedded reports: access critical documents in a single, streamlined space,

  • Deep granularity: drill down into any detail with flexibility filters,  

  • User-first design: ergonomics crafted for comfort, clarity, and usability.
     

 

 

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client portal
client portal
client portal
client portal
client portal
client portal

 

 

 

CUSTOM DASHBOARDS FOR EVERY INVESTMENT MANAGEMENT ACTIVITY

AMINDIS' Client Portal is designed to meet the expectations of every stakeholder in the portfolio investment value chain. 

Client_Portal_Software_Solution_dashboards

    EXTERNAL CLIENTS

    Track your investments anytime with intuitive, self-service dashboards.

    PORTFOLIO MANAGERS

    Make informed, fast decisions with interactive analytics.

    RISK MANAGERS

    Anticipate and mitigate risks using real-time metrics.

    ESG ANALYSTS

    Analyze ESG-aligned KPIs.

    SALES TEAMS

    Deliver data-driven insights and personalized recommendations.

    PERFORMANCE & CLIENT SERVICES

    Centralize analytics to ensure consistent, high-quality communication.

    COMPLIANCE OFFICERS

    Access up-to-date regulatory data for streamlined audits.

    ACCOUNTANTS

    Work with verified, current figures for accurate reporting.

 
Want to see how this works for your role? 

Try it. Feel the difference.

Request a personalized demo

 

 

 

WHAT MAKES THE AMINDIS CLIENT PORTAL UNIQUE

PREMIUM USER EXPERIENCE: 

Deliver a modern, ergonomic, and interactive platform tailored to each stakeholder.

 

 

INVESTMENT-BASED CUSTOMIZATION:

Access personalized dashboards based on roles and investment types, thanks to an intuitive no-code interface.

TOTAL AUTONOMY:

Build, adapt, and explore views independently.

ACTIONABLE DATA:

Interact with live data, run on-demand calculations, and enrich outputs across systems.


EXPLORE MORE TOPICS

DISCOVER HOW THE CLIENT PORTAL EMPOWERS EVERY BUSINESS DOMAIN WITH A UNIFIED EXPERIENCE

    Front Office

    Align strategy and execution with the AMINDIS Front Office Optimizer. From portfolio analysis to order routing, it delivers end-to-end control, compliance, and real-time decision support.

    Learn more!

    New IRR

    Unify impact, risk, and return in a single integrated framework. AMINDIS’ New IRR transforms fragmented analysis into clear, consistent insights for sustainable portfolio management. 

    Learn more!

    ESG analytics

    Transform ESG complexity into actionable insights with AMINDIS. From data integration to reporting, our scalable solution empower asset owners and managers to monitor, explain, and communicate ESG performance with confidence. 

    Learn more!

    Unit Linked Fund

    Automate and control the full Unit Linked Fund lifecycle—from subscriptions to NAV calculation and reporting. AMINDIS ensures accuracy, transparency, and seamless integration across all business processes.

    Learn more!

 

 

 

FROM INSIGHT TO IMPLEMENTATION: EXPLORE THE RIGHT MODULE

These modules form the core foundation to help you implement your processes efficiently and with precision.
Modules_Asset_Managers_Owners_Client_Portal_Software_Solution

 

 

 

READY FOR SMARTER REPORTING? TAKE THE NEXT STEP 

At AMINDIS, we know that clear, efficient communication is key to delivering value. Our Client Portal enhances transparency, reduces operational burden, and supports better decision-making and improve client satisfaction.


Preferred by top asset managers and asset owners across Europe.


Request your personalized demo today and discover how our smart, interactive platform can elevate your client and internal communication.
 

 

 

 

 

REQUEST A FREE DEMO