We are delighted to announce the launch of our enhanced client portal, a significant upgrade that reflects our ongoing commitment to delivering a best-in-class service experience for every client.
What's New
The upgraded portal introduces several new features designed to give clients greater visibility, control, and convenience. Real-time portfolio reporting allows clients to view their holdings, performance, and asset allocation at any time, with data updated throughout the trading day. Enhanced document management makes it easy to access statements, reports, and correspondence in a single secure location.
A new messaging feature enables direct, encrypted communication with your dedicated relationship manager, streamlining the process of requesting information, providing instructions, or asking questions. The portal is fully responsive and optimised for mobile devices, ensuring a seamless experience whether you are at your desk or on the move.
Security First
Security has been at the forefront of the redesign. The portal incorporates multi-factor authentication, end-to-end encryption, and session management controls that meet the highest industry standards. We have partnered with leading cybersecurity providers to ensure that your data and transactions are protected at every point.
Getting Access
Existing clients will receive login credentials for the new portal directly from their relationship manager. If you have any questions about the transition or would like a walkthrough of the new features, please do not hesitate to contact our client relations team. We are here to ensure that your experience is smooth and straightforward.