We've created a branded environment - leading with your logo and primary brand colour presents continuity in your offering and gives you independence.
We put you in control of your customers, within a low-touch self-managing model.
Smart-tech provides investors with a better understanding of their assets. With so much they can do online your empowered investors are doing the work - not you!
Investors can view their investment portfolio from 'at-a-glance' asset balances to more detailed files, statements and trade history. A centralised view of their portfolio, plus document storage and communications, and with access to markets 24/7, your investors have the information they need at their fingertips.
Empowering your investors to self-manage reduces your administrative input.