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
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