The customer portal is where your end customers can log on to manage their accounts, place orders, monitor investments, and communicate with you.
The customer portal contains:
Holdings analytics - Analyze portfolio holdings according to categories and properties that can be managed in the admin interface.
MiFID II compliant with cost reporting - Be fully MiFID II compliant with regard to reporting total costs and charges to customers for their investments.
Advanced and simple reports - Customers can get real-time reports from advanced activity reports, annual statements, and simple account statements.
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If you don’t want to build your own customer portal you can use our off the shelf front end which can be white labelled and configured according to your needs.
Our customer portal supports everything from investing in stocks, bonds, mutual funds, commodities, derivatives and everything else you would like to offer your end customers.
The portal fully supports multi currency with configurable charting and automatic calculations of performance in any currency simultaneously.
Charting and reporting can be configured directly in the back office portal Back office .
Full management of /wiki/spaces/KB/pages/143622280 where customers can manage their companies, families, employees etc.
Fully compliant with regulatory reporting covering MiFID II and government reporting including taxes.
Complete messaging solution included where all communication can be handled with end customers by you our your partners/financial advisers.
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One click order entry for buying and selling of instruments together with switching between instruments. Full integration with payment services makes it possible to set up recurring and automatic investment plans with re-balancing and allocation together with integrated currency exchanges.
Capabilities to trade in fractions of units, whole units or amounts.
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Try our Interactive Tool today and see what services you need for your financial operation!