Complii Client Portfolio Portal

What does client portfolio do?

Complii Client Portfolio Portal allows your client to log on securely to view their portfolio, ledgers, account balance, manage assets, update their client profile online, print end of financial year statements and contract notes, add stocks to watch lists and much more. The system has a secure messaging system which allows communication with your advisor  - This alleviates risk of email fraud.

In enhancement to the Client Portfolio Portal we build Proposed Portfolio, which is a wealth management tool designed to make it easier for Advisers to adjust and create new portfolios for clients. The system is designed to integrate with our Client Portfolio and Complii products so that proposals can be edited directly in either product. The proposals are also available when creating new SOAs from Complii to send to clients for approval.

 

 

Client profile

Complii's Client Portfolio system allows your client to login and update their own profile on line. This information will flow into Complii Compliance system and auto-generate a new SOAs if required on orders.

Viewing portfolio

Complii Client Portfolio system is designed to allow clients to securely login to the system and view their portfolio live. Clients can view their holdings, their trades, their ledgers and balances.

Manage assets

Within the Complii Client Portfolio system, clients can add their other assets and manage within the system, to allow a holistic view of their entire investment portfolio.

Printing

Rather than clients emailing and waiting for you to send them or their accounts end of financial year statements or missing contract note printouts, the client has the ability to run and print this themselves. This will save you so much time around end of financial year.

Watchlists

Clients can place stocks on a watchlist and receive live pricing and performance of the stocks.

Advisor contact

Clients will also have the ability to message advisors through the system to query stocks and buy/sell shares for them. This is a secure method of communicating with your advisor and elevates risk of email fraud.

Proposed Portfolio

Proposed Portfolio is a wealth management tool designed to make it easier for Advisers to adjust and create new portfolios for clients. The system is designed to integrate with our Client Portfolio and Complii products so that proposals can be edited directly in either product. The proposals are also available when creating new SOAs from Complii to send to clients for approval.
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