Enable your investors to service their own accounts

Provide treasurers, administrators and investors with a secure portal to conduct business and interact with accounts in real time. Our customizable Fund Investor Portal is a unique offering for institutional investors in the public sector.

Empower investors to manage their own accounts for service and efficiency Our innovative portal meets the administrative needs of pooled investment funds. It is an efficient, secure and transparent way to deliver superior service to investors while reducing costs.

• Local Government Investment Pool Support
• Investor Monitoring and Action
• Customized, Branded Interface
• Rules- and Roles-Based Access
• Sophisticated Security Controls

Features

• Customizable Dashboards: Tailor views to specific needs.
• Real-time Data Access: Instant updates and insights.
• Secure Document Sharing: Safeguard sensitive information.
• Compliance Support: Maintain regulatory standards.
• Scalable Solutions: Adapt to growing business requirements.