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 ClientFollowing investments anywhere anytime |  Portfolio ManagerExecuting more effectively with analytics driven decision |  Risk ManagerCreating an analytics driven risk management |
|---|---|---|
 ESG AnalystGo further with financial and extra-financial metrics |  SalesProviding comprehensive advise with data driven offers |  Performance and Client reportingManaging the reliable analytics center of the business |
 ComplianceNavigating in self-service data source for regulatory management |  AccountingRelying on up-to-date and validated information |
4 questions about Client Portal in video
Control of Data
