CLIENT PORTAL MODULE
Interactive and adaptative experience—empowering autonomy and smarter decisions.
BENEFITS WITH AMINDIS' CLIENT PORTAL
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 of 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.
DIGITAL PORTAL FEATURES
Beyond reporting — a digital investment experience. AMINDIS' Client Portal is more than a communication tool—it’s a powerful digital experience built for today’s investment management ecosystem.
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Dashboards for every investment management activities
The portal is fully structured around the users. Each user accesses their own view—built around their investment profiles and portfolios. The navigation adapts dynamically, offering a seamless experience that simplifies access to key data.
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.
- External clients: track your investments anytime, anywhere, through intuitive, self-service dashboards that provide instant access to up-to-date portfolio insights.
- Portfolio managers: make faster, data-driven investment decisions thanks to interactive analytics and customizable visualizations.
- Risk managers: anticipate and manage risks with confidence using dynamic metrics and real-time recalculations.
- ESG analysts: dive deeper into financial and non-financial KPIs and build reports aligned with ESG and CSRD frameworks.
- Sales teams: deliver personalized, data-backed recommendations and elevate the client experience with tailored reporting.
- Performance & client services: operate as the business’s analytics hub, ensuring consistency and reliability across internal and external communications.
- Compliance officers: access regulatory data in real time and streamline audits with transparent, self-service reports.
- Accountants: work with validated, up-to-date figures that support accurate and efficient financial reporting.
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Immersive visuals
The portal delivers a high-end visual experience: dynamic charts, pivot tables, video integration, etc., allow users to interact with their data in depth, with clarity and context.
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Full brand integration
From the logo and fonts to the layout and color palette, every element of the portal can be customized to reflect your brand identity, ensuring full visual consistency and a premium experience.
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360° data access
Data from multiple internal and external sources (financial, accounting, regulatory, ESG), is fully consolidated and made accessible through the portal, ensuring a comprehensive and reliable overview for your teams and your clients.
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On-demand executions
Trigger calculations or actions based on live parameters—no delay, no static exports.
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Embedded reporting & documentation
Provide a single access point for key reports, documents, and analyses.
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Deep granularity
Drill-down into any detail with flexible filters, from high-level overview to the most specific data—ensuring precise, tailored insights.
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No-code personalization
Adjust and build dashboards autonomously, thanks to our low-code/no-code framework.
COMPLEMENT THE CLIENT PORTAL WITH OUR OTHER MODULES FOR ASSET MANAGERS
EXPLORE THE BUSINESS COVERED BY OUR CLIENT PORTAL MODULE