Online portfolio is the portal for Adviser's clients to access information and download forms
Online Portfolio
Ensure
Online Portfolio ensures the privacy of all client communications, with secure messaging to minimise the risk of fraud and up-to-date access to all relevant information and documents.
Enable
Online Portfolio enables all aspects of client inputs and deliverables to be managed online, from updating their profiles, to delivering Proposed Portfolio recommendations. |
Empower
Online Portfolio empowers advisers to provide superior client service through online engagement around portfolio management decisions and investment opportunities.
Next steps
Stay updated with Complii FinTech Solutions company announcements and activities.
Empower you to deliver a broader array of valued client services in more satisfying ways