Client Portal Present a unified front to your customers and empower your clients.
One dashboard for all client information
Our client portal is a one-point web-based entry for clients to send any inquiries and instructions, share personal details and documentation in a fully secure cloud-based environment, and monitor and review their holdings.
About the solution Customised and connected
DataGrid’s Client Portal is a secure way to give your clients 24/7 access to information about their holdings and investments across accounts and depositaries.