Client Portal

A complete digital experience for your clients using an online intelligent portal

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Consistency

Consistent analytics in performance, risk and ESG thanks to full integration with AM-DIS & IN-DIS

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Accessibility

Web-based interface with secure private cloud access, accessible anywhere at any time with real-time updates

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360° analytics

A large choice of state-of-the-art portfolio data, metrics, analytics & reports for

each business and need

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Interactivity

Self-service data source with new requests on the fly to meet unlimited & unexpected questions

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Tailor-made

Tailor-made dashboards as a single access to all relevant & customized analytics & reports for specific client's needs

External Client

External Client

Following investments anywhere anytime

Portfolio Manager

Portfolio Manager

Executing more effectively with analytics driven decision

Risk Manager

Risk Manager

Creating an analytics driven risk management

ESG Analyst

ESG Analyst

Go further with financial and extra-financial metrics

Sales

Sales

Providing comprehensive advise with data driven offers

Performance and Client reporting

Performance and Client reporting

Managing the reliable analytics center of the business

Compliance

Compliance

Navigating in self-service data source for regulatory management

Accounting

Accounting

Relying on up-to-date and validated information

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Control of Data

Integrated system

Go further by easily adding other modules