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

HELIOS

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

HELIOS

Capabilities
Communication & Reporting
360-degree view of client assets, synchronous and asynchronous information and document sharing

HELIOS

Capabilities
Investment Compliance
Management of compliance aspects to ensure adherence to regulatory requirements

HELIOS

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