Portal+
A comprehensive turnkey solution for advisors to communicate with clients and distribute information internally - all for one inclusive price.
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Portal+ Release Notes
Stay up-to-date with the latest features and improvements in Portal+
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
Hybrid Manager
Streamline operations for hybrid advisory models
Asset Manager
Enhance portfolio management and reporting capabilities
Wealth Advisor
Provide comprehensive wealth management solutions
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
Account Overview
Comprehensive view of account performance and allocation
Account Summary
Quick snapshot of account balances and recent activity
Holdings
See detailed breakdown of all holdings
Fixed Income Holdings
Focus on fixed income and cash positions
Performance Overview
Compare performance across different time periods
Realized Gains
Track realized gains and losses
Transaction Summary
View all transaction activity
Document Vault
Secure document storage and delivery system
Portal+'s Document Vault overcomes the need to e-mail, mail, or use other methods that have security or delivery issues to deliver Quarterly, Monthly, or Daily reports to customers.
Key Benefits
- •Easy-to-Use, secure document distribution
- •Upload documents to Clients directly and send notifications
- •Ability to add Shared Document areas for commonly used files
Features
- Role and Individual driven access to specific groups or individual accounts
- Customize folder structures and file tabs
- Bulk upload ability
- User file upload capability
- Auto or Manual Customer Notification
Reporting
Comprehensive reporting capabilities for investment advisors
Portal+ delivers powerful reporting capabilities with 50 standard reports for groups, households, and individual accounts. The comprehensive report library meets diverse financial reporting needs while custom reports can be created to address specific requirements.
Key Benefits
- •Enable user access without expensive licensing costs
- •Generate reports anytime, anywhere with secure cloud access
- •Deliver reports via email or document vault with automated notifications
Features
- 20 Portfolio Style Reports (ex. Portfolio Appraisal)
- 3 Billing Style Reports (ex. Management Fee Billing)
- 5 Management Style Reports (ex. Security Cross Reference)
- Unsupervised Assets Functionality
- 14 Performance Style Reports (ex. Portfolio History Comparison by Asset Class)
- 8 Fixed Income Style Reports (ex. Fixed Income Appraisal)
- Custom company logo added to all reports
Report Catalog
Packaging
Custom report template creation and distribution
Portal+ Report Packaging enables advisors to create custom report templates for efficient client communication. Build packages with consolidated groups, individual accounts, or combinations to perfectly match client needs.
Key Benefits
- •Create and save templates for rapid report generation across all clients
- •Develop client-specific packages tailored to different customer profiles
- •Effortlessly manage diverse client bases with group-based automation
Features
- Template storage, copying, and editing capabilities
- 50+ date mnemonics (QTD, MTD, YTD) for template reusability
- Streamlined template table for quick launches
- Multi-entity flexibility (Portfolio, Group, Household)
- Advanced group functionality for organizational efficiency
- Ability to add static PDF's
Data Visualizations
Interactive and customizable investment data views
Portal+ Data Visualizations provide customizable, filterable views for both your team and clients to access real-time investment data between reporting periods. These interactive displays allow everyone to view portfolio information exactly how they need it.
All visualizations include Excel export functionality, putting critical data at your fingertips while aligning with your data frequency and retention policies.
Key Benefits
- •Provide clients with self-service access to investments between statements
- •Enable internal staff to verify data accuracy and perform quick analysis
- •Validate trading/modeling system data from previous end-of-day
- •Control access through role-based permissions
Features
- Account Overview
- Account Summary
- Holdings
- Fixed Income Holdings
- Realized Gains
- Performance Overview
- Transaction Summary
- Unsupervised Assets Functionality
- Excel-exportable data tables
- System data point creation
- Previous end-of-day views
Visualization Examples
Account Overview
Interactive view of account performance and allocation
Account Summary
Dynamic snapshot of account balances and activity
Holdings
Interactive breakdown of all holdings
Fixed Income Holdings
Dynamic view of fixed income positions
Performance Overview
Interactive performance comparison tools
Realized Gains
Dynamic tracking of gains and losses
Transaction Summary
Interactive transaction activity viewer
Integrations
Seamless connectivity between portfolio data and external systems
Portal+ seamlessly connects your portfolio data with trading, modeling, CRM, and billing systems. Our flexible integration capabilities ensure your data flows efficiently between systems, enhancing workflow automation while reducing manual processes.
Custom integrations can be developed upon request - simply provide the file formats or APIs, and CSSI can discuss implementation timeline and costs.
Key Benefits
- •Push data to external systems with one-click automation
- •Switch portfolio management systems without disrupting client experiences
- •Aggregate data from multiple sources into a single, unified platform
- •Maintain system-agnostic flexibility for your technology stack
Features
- Input Integrations – CSSI's Cygem Portfolio Management System, Advent APX, Advent Axys, and more
- Output Integrations – Bloomberg Trading System, Standard CRM Data and more
- Multiple file formats supported
Ready to get started with Portal+?
Contact us today to learn more about how Portal+ can help streamline your operations and better serve your clients.
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