Client portal
The portal your clients open instead of calling.
Branded with your logo, in English or Greek, light or dark. Performance, income, cost and positions at a glance, statements on demand, and two-factor authentication on the way in.
Mockup of the client portal on a phone: performance, income received, cost and a download statement button.
What clients see
Everything a client asks for, without the email
Dashboard
Performance, income received, portfolio cost and top securities, as of a stated date.
Consolidated position
Every portfolio a client owns, rolled up into one view, with a valuation download.
Statements
Valuation and position statements generated from the same book your staff use.
Secure document links
Documents are delivered through expiring links tied to the client's own account.
Two-factor authentication
Authenticator-app enrolment, password and security questions, managed by the client.
Any device, two languages
Responsive layout, English and Greek, light and dark theme.
One platform
Same platform, different role
Clients and staff use the same application. A client's role shows exactly what they own and nothing else. Your relationship managers can open a client's view to see what the client sees. There is no second system to keep in sync and no export that goes stale.
Security
Guarded on the way in, attributed on the way out
Staff sign in through your identity provider with OpenID Connect. Clients enrol an authenticator app for two-factor authentication. Document links expire and refuse to open for the wrong account. Every download and every change is attributed to a user and a time.
- OpenID Connect
- 2FA
- Expiring links
- Attributed history
See the portal in the demo.
We will show the client view and the staff view side by side, on your branding.
Or write to us at [email protected]