Portal+
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.
View Portal+ patch notesTell 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.
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
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
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