Grid Investor Portal
An end-client portal that allows clients to see their holdings, transactions, and documents in a secure, white-labelled web application.
They have a consolidated view of their managed investments across all platforms, with full drill-down and reporting capabilities.
Grid Investor Portal also includes a document store where firms can post documents for their clients, driving client engagement. Combined with other modules, documents can be loaded, signed and returned automatically, and consolidated into the correct system with minimal user intervention.
Customers can complete and sign their own tax returns, for example, or notarise and sign any formal document as part of your service to them. Grid Investor Portal ensures secure communications, rather than sending a client an undecrypted email. It offers multiple security protocols, including multifactor authentication that ensures strict end-to-end data integrity.