Client Portal

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

    Consistency

    Consistent 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 updates

    360° analytics

    A large choice of 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

See the businesses we impact

External Client

Following investments anywhere anytime

Portfolio Manager

Executing more effectively with analytics driven decision

Risk Manager

Creating an analytics driven risk management

ESG Analyst

Go further with financial and extra-financial metrics

Sales

Providing comprehensive advise with data driven offers

Performance and Client satisfaction

Managing the reliable analytics center of the business

Compliance

Navigating in self-service data source for regulatory management

Accounting

Relying on up-to-date and validated information

4 questions about Client Portal in video

Why empower your clients?

To empower clients experience, deploy a self-service data source. Offer a tailored made dashboard as a single access to all relevant analytics and reports for specific client's needs. Meet unexpected questions by interactivity and drill down navigation.

How to govern your client portal?

Make the performance and client's reporting team, the reliable analytics center of the business. Offering for each client a secure self-service data sources and dashboards to meet unexpected questions. Managing controlled analytics and reporting in an all-in one solution to respect SLA and keep costs down.

How to empower your external clients experience?

Empowering external clients on their private cloud. Web-based interface, accessible anywhere at any time to follow its investment. Dedicated reports central hub for all portfolio information. Real-time update and new requests in one click.

How to optimize your investment strategies?

Integrated in the global solution AM-DIS specialized in performance, risk and ESG management, the front office optimizer will enable asset managers to execute their orders more efficiently with analytics driven decisions