Client Portal

InvestEdge Connect – A Turnkey Branded Client Portal

With InvestEdge Connect, your clients are able to access the same rich data and analytics you use as an advisor ensuring consistency in sharing account information. Promote your brand through customized application of your company logo and style guide to the portal, and drive the client experience with research, videos, and articles that promote your investment expertise.

Allow your clients to see their total wealth through household views and account groupings that reflect all of their investment relationships. Give them the total investment picture by including held away assets through data aggregation. Help your clients understand their investments through interactive and intuitive views on Holdings, Transactions, Gain & Loss, and Performance.

Enhance the advisor/client relationship by controlling content that the client sees on the InvestEdge Connect client portal. Provide access to report packages, statements, and other client related documents. Communicate securely through multi-factor authentication and drive portal adoption through email notifications that advise the client that content has been securely updated for them to see.

Fact Sheet

A client portal that lets your business soar.

A client portal that lets your business soar. Download

Highlights

Turnkey Client Portal

Enhance your brand with your most important asset - your client!.

Turnkey Client Portal

  • Investment articles
  • Market commentary
  • Videos
  • Branded colors and logos

Enrich the client experience

Give clients access to their accounts and investments using the same information that the advisor sees.

Enrich the client experience

  • Household views
  • Account groupings
  • Held-Away accounts
  • Consolidate multiple accounting systems

Go Beyond the Benchmark

By providing analytics and timely information through portal communication.

Go Beyond the Benchmark

  • Performance reporting
  • Statements
  • Account specific documents
  • Messaging
  • Knowledge Center