Client Portal

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

Consistency

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

Accessibility

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

360° analytics

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

Interactivity

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

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

3 questions about Client Portal in video

Wide Range of Functions

Integrated System

Control of Data

Integrated system

Go further by easily adding other modules

Contact

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