Solution

Client reporting portal for RIAs and investment firms

Portal+ gives advisory firms a secure place to publish client reports, store documents, show dashboard views, and give advisors the access they need. It is built for firms whose reporting process still depends on email, shared folders, resend requests, or too many one-off delivery steps.

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Quarterly report delivery, document vault access, and dashboard views in one client reporting portal
Advisor portal access for teams that need visibility without logging into every portfolio system
A practical delivery layer for APX, Axys, SSRS, billing, and reporting workflows

Portal+ Release Notes

Stay up to date with the latest features, fixes, and product improvements in Portal+.

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Why firms look for Portal+

The reporting problem is usually bigger than the report file

Most firms can produce the report. The harder part is packaging it, checking the right audience, publishing it securely, answering document requests later, and giving advisors enough visibility without pulling operations into every question. Portal+ is built around that delivery workflow.

Email is carrying too much risk

Statements, reports, and resend requests should not live in scattered inboxes.

Quarter-end feels too manual

Report packaging and delivery should be repeatable instead of rebuilt every cycle.

Clients need self-service access

A vault gives clients a place to retrieve prior packages without asking your team.

Advisors need a cleaner view

Advisor access helps internal teams answer questions without jumping across systems.

Portal+ Overview

Comprehensive client portal solution for investment advisors

Portal+ eliminates the cost constraints of adding users to your platform, optimizing the productivity-cost balance for advisory firms. The management console enables precise user access control for clients, applications, and role-based permissions.

With its modular design, Portal+ allows advisors to select and pay for only the features they need, creating a customized solution for both internal staff and external clients.

Use Cases

Need product updates instead? Review the Portal+ patch notes and release updates.

Key Components

Report Packaging & Distribution
Customizable Landing Pages
CRM & Trading Integrations
Role-based Permissions
Document Vault Storage System
Custom Development Options
50 Standard Reports
True Group Functionality
7 Interactive Data Visualizations
7 Quick-View Dashboards
Multi-Factor Authentication
Bulk and Individual Email Notifications

Quick View Dashboards

How‑To Library

Portal+ How‑To Videos

Short walkthroughs your team can follow (filters, dashboards, downloads, and more).

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Prefer a guided walkthrough? We’ll tailor a demo to your reporting stack and workflows.

Common Portal+ paths

Teams usually start with the full Portal+ view, then narrow into the client reporting portal, client portal for RIAs, or advisor portal depending on whether the pressure is reporting delivery, secure client access, or internal advisor visibility.