Digital Investors Portals
Provide investors with the transparency they require
Give investors an amazing digital experience. Our web client platform and tablet application provide investors with a 360° overview of their portfolio valuation, performance, future cash flows and personal reports. Give investors access to your funds investment strategy. Our configurator lets you easily personalize the user experience, from the visual design to data visualisation, and available reports and fact sheets.
Make investors relationship a more personal experience
Provide each individual investor 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 investors to create their own uniquely suitable experience on the basis of their contact preferences.
Suggest targeted funds and let investors subscribe*
Our Digital Investor solutions have drawn their inspiration from the most renowned B2C applications. We have thus incorporated a Fund Store to propose your current investment funds to investors, according to their investment profile (KYC/AML) and preferences. Subscribing to a fund has never been so effortless for an investor.
Rue du Pont 22
1003 – Lausanne
+41 21 653 64 01
5 Shenton Way
#10-01, UIC Building
PO Box 500835
2506A Business Central Tower
Dubai Internet City
CEO Suite - LKG Tower - 37th Floor
6801 Ayala Avenue, Makati City
+63 2 8859 2888