Solution

Client portal and advisor portal software for RIAs and investment firms

Portal+ gives advisory firms a client portal, advisor portal, secure document vault, dashboards, and reporting workspace in one product. It is built for firms that need secure client access, repeatable report delivery, and internal visibility without stitching together multiple tools.

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Client portal software for RIAs, wealth managers, and investment firms
Advisor portal access with dashboards, document vault delivery, and report packaging
Integration flexibility across portfolio, CRM, trading, 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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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.