Client Portal
Present a unified front to your customers and empower your clients.
Present a unified front to your customers and empower your clients.
Client portal
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
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.
Features
The full power of our platform
DataGrid’s Client Portal features include:
One-dashboard view across accounts
Portfolio views and updates
Portfolio views
Asset allocation
Performance analysis
Wealth history
Reports
Fees visualisation
Get in touch today to find out how our digital solutions can help you improve your client relations and remain customer-centric at all times.