Overview

Self-service web portal

Today’s clients want to manage their investments online, with the same levels of control, security and transparency with which they manage their online bank account. InvestPro’s self-service web portal provides efficiency gains, reduced risk and improved client satisfaction for the management and administration of wealth products.

Customised with your branding, the web portal enables clients and their advisors to view valuations and transactions in real-time, make investment decisions, enter and manage orders, and access a wide range of brokers and fund houses.

It is configured to have different access rights to the InvestPro application, and in-built rules and a breach mechanism provide continuous oversight in the investment administration process. Security is in-built with two-factor authentication via SMS and the ability to assign access rights to each user type.

Online customer/advisor portal

Integration with CRM systems

Model Portfolios

On-demand portfolio valuation statements

Multi-asset and currency

Key Benefits

Boost Investment administration efficiencies, reduce operational costs and mitigate risk

  • Improve client satisfaction with easy access to their investments
  • Reduce administration by giving clients and advisors the ability to manage portfolios
  • Send validated customer captured trade instructions straight to market
  • Configurable access rights for secure access by user type
  • In-built rules and a breach mechanism provide continuous oversight
  • Hosted solution for reliability and scalability

Other Key Features

Portfolio Valuations Unit Pricing and NAV Trade Order Management General Ledger PRIIPs Performance Measurement Reconciliations Charges Cash Allocation and Rebalancing Tax Accruals Oversight & Audit

Portfolio Valuations

What it does for you

  • Generate lightning-fast valuations or easily consolidate valuations created by others
  • Valuations available via InvestPro's self-service web portal
  • All major asset classes covered
  • Full drill-down records of past valuations as standard
  • Links to external data providers for standing asset data, corporate actions and market price data
  • Automation and exception-based processing to optimise operational efficiency

Find out more


Schedule a Live Demo

Need more information or want to arrange a demo of InvestPro? Contact our team today and we will be happy to help!

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