Portal+ client portal for RIAs
Client reports delivered. Less manual work.
Portal+ brings investment reports, documents, and portfolio dashboards into one place for clients and advisors. CSSI helps connect the portal to your Axys, APX, or SSRS reporting workflow, configure report packages, and give clients access without another resend request.
Explore client report packaging and deliveryTell us what your team sends clients. We’ll show you the relevant Portal+ workflow and discuss the setup your firm needs.
- Hours to minutes
- Quarterly reporting
- ~30 days
- This client’s implementation
- Zero
- Systems replaced
The delivery workflow
From report preparation to secure client access.
Assemble
Bring portfolio data, performance reports, billing, and documents into a repeatable package.
Deliver
Publish the right reporting to the right audience through a secure, branded experience.
Access
Give clients and advisors a dependable place to retrieve reports, documents, and account information.
How the work moves
From your portfolio system to your clients
- 01
APX or Axys
Your existing portfolio system
- 02
Report packages
Built and checked each period
- 03
Secure vault
Published with role-based access
- 04
Clients and advisors
Self-service reports and dashboards
Explore Portal+
What reporting, document, and portfolio tools does Portal+ include?
Review the tools for report production and delivery, then see how dashboards and integrations fit around them.
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
Give clients a focused view of the account information they need. Select any dashboard to see the full preview.
7 client-ready views
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
- Template table for launching recurring packages
- 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.
Every visualization can export to Excel. Data frequency and retention follow the firm's 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
Portal+ Integrations
Connections between portfolio data and external systems
Portal+ exchanges portfolio data with trading, modeling, CRM, and billing systems. CSSI builds the connection around the available file format or API so staff spend less time moving data by hand.
For a custom integration, provide the available file format or API. CSSI can then scope the work, timeline, and cost.
Integration Partners
El Camino Financial (ECF) provides a mobile-first planning platform. Its multi-tenant architecture gives planners and clients a shared workspace and connects information that would otherwise sit in separate systems.
Related: CSSI Solutions announce partnership with El Camino Financial
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
Portfolio access
Give clients and advisors one dependable place to look.
Account visibility
Present allocation, holdings, balances, and performance information without sending users into the portfolio accounting system.
The right access for each audience
Give each role access to the information used in its daily work.
Report packaging
Make quarter-end repeatable.
Create individual, group, and template-based packages; review the output; and run a consistent delivery process without rebuilding the workflow every reporting cycle.
Explore quarterly report deliveryBuilt on trust. Designed to fit.
Improve the experience without discarding the operation behind it.
Secure document access for RIA clients
- Encrypted data in transit and at rest
- Role-based access and multi-factor authentication
- Controlled report and document delivery
- Audit-ready activity and access workflows
Compatibility that fits
- Works with Advent Axys and APX workflows
- Supports SSRS reports and custom report packages
- Connects reporting, billing, and document processes
- Configured around the systems your firm already relies on
Portal+ guides
Every Portal+ workflow, integration, and comparison
See Portal+ with your reporting workflow in mind.
Tell us which portfolio system you use, what you send clients, and who needs access. We'll walk through report delivery, document retrieval, and dashboards for your firm.
Request a Portal+ Demo