Asset Management

Digital Customers Portal

Digital Customers Portal

Provide customers with the transparency they require
Give customers an amazing digital experience. Our web client platform and tablet application provide customers with a 360° overview of their portfolio valuation, performance, future cash flows and personal reports. Give customers access to your investment strategy. Our configurator lets you easily personalize the user experience, from the visual design to data visualization, and available reports and fact sheets.


Make customers relationship a more personal experience
Provide each individual customer with an exclusive digital relationship experience, using the most modern features such as secured messaging and report sharing. We have designed each and every feature to lead customers to create their own uniquely suitable experience on the basis of their contact preferences.


Prospero’s Insight feature gives customers access to up-to-date and relevant industry-leading news and enterprise strategy (investment products / strategy) articles. You can predefine where the articles are sourced from, based on the sectors most relevant to you or even contribute your own. Notifications with easy-to-digest summaries of the articles you want to read are just one of the features of your personalized news service.

What Insight equates to is a unique, user-friendly module which offers your customers access to news and communication in the way they like to consume it. Its introduction means that promotion has never been so relaxed, allowing you to link your communication to specific investment strategies, select relevant market materials and just push your articles to the right channels.

*Released soon

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+41 21 653 64 01


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1226 Philippines
+63 2 8859 2888