Solution

Portal+ client portal, advisor portal, and reporting workspace

Portal+ gives advisory firms a client portal, advisor portal, secure document vault, dashboards, and reporting delivery in one product. It is built for firms that want clients and internal teams to see the right data without bouncing between multiple systems.

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Portal+ Release Notes

Stay up-to-date with the latest features and 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

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

Download 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

Interactive focus on fixed income and cash positions

Performance Overview

Interactive performance comparison across time periods

Realized Gains

Interactive tracking of realized gains and losses

Transaction Summary

Interactive view of all transaction activity

Portal+ 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.

Integration Partners:

El Camino Financial (ECF) is transforming financial planning with the industry's only mobile-first platform for financial planners. While Legacy systems create inefficiencies and complexity, ECF's multi-tenant architecture delivers a seamless collaborative experience for financial planners and their clients. ECF also eliminates information silos by integrating features through a financial planner lens.

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