Customer Front End

The customer portal is where your 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 regards 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 and simple account statements.