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
Capabilities
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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