Investor and Distributor Portal

Investor And Distributor Portal

Provide a wide selection of funds, managed portfolios and personalised investment services to your clients through an integrated digital platform

Capabilities

Digital Collaboration

Collaboration via video-chat, screen sharing, instant messaging in total security

Capabilities

Client Onboarding

Collection of client information, identity verification, financial data, consent clauses, contracts

Capabilities

Communication & Reporting

360-degree view of client assets, synchronous and asynchronous information and document sharing

Capabilities

Investment Compliance

Management of compliance aspects to ensure adherence to regulatory requirements

Capabilities

Key Benefits

Acquire digital clients and investors who want an active role in the investment process

Increase productivity by reducing manual tasks and waiting times

Support decisions with suitable information to support financial transactions

Decrease information complexity and speed up information usage

Focus on developing opportunities and on high-priority customers

Investor & Distributor Portal

Provide a wide selection of funds, managed portfolios and personalised investment services to your clients through an integrated digital platform

Capabilities

“
Digital CollaborationHELIOS
“Collaboration via video-chat, screen sharing, instant messaging in total security”

“
Client OnboardingHELIOS
“Collection of client information, identity verification, financial data, consent clauses, contracts”

“
Communication & ReportingHELIOS
“360-degree view of client assets, synchronous and asynchronous information and document sharing”

“
Investment ComplianceHELIOS
“Management of compliance aspects to ensure adherence to regulatory requirements”

Key Benefits

“

“Acquire digital clients and investors who want an active role in the investment process”

“

“Increase productivity by reducing manual tasks and waiting times”

“

“Support decisions with suitable information to support financial transactions”

“

“Decrease information complexity and speed up information usage”

“

“Focus on developing opportunities and on high-priority customers”

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