Consolidated Wealth Dashboard System
We work with CGPs who manage substantial client portfolios but communicate primarily through email attachments and quarterly PDF reports. Clients often struggle to understand their complete wealth picture across different accounts and investments. Meanwhile, private banks attract prospects with polished mobile apps and real-time dashboards. Independent advisors need digital tools that match these expectations while emphasizing the human expertise that differentiates their service. Our portal bridges this gap effectively.
This solution belongs to the Customer & User Portals family.
Challenges holding back your performance
Clients receive fragmented information via email and PDFs, making wealth consolidation difficult while private bank apps set higher digital expectations.
Our Technical Approach
We build a secure client portal that aggregates portfolio data from multiple custodians and investment platforms. The dashboard presents consolidated views of assets, performance, and allocation while highlighting your specific recommendations and commentary. Clients access real-time valuations, transaction history, and personalized reports through responsive web and mobile interfaces. The system maintains your branding and integrates your advisory notes directly into client views.
Multi-Custodian Aggregation
Real-time data feeds from major custodians and investment platforms consolidated automatically
Branded Client Experience
White-labeled portal maintaining your firm identity with custom reporting templates
Advisory Commentary Integration
Your personal recommendations and market insights displayed alongside portfolio performance data
Technical Architecture
Identify the user, let them act on their own, keep them informed: VIP Member Portal and Concierge Applications work the same way.
- Multi-Custodian AggregationReal-time data feeds from major custodians and investment platforms consolidated automatically
- Branded Client ExperienceWhite-labeled portal maintaining your firm identity with custom reporting templates
- Advisory Commentary IntegrationYour personal recommendations and market insights displayed alongside portfolio performance data
Smooth and frictionless integration
The portal connects with major custodians like Schwab, Fidelity, and TD Ameritrade through secure APIs. We integrate with your existing CRM system to synchronize client data and advisory notes. Document management links to your current PDF generation tools while maintaining existing compliance workflows.
Data Integration
Connect your custodian accounts and CRM system through secure API configurations
Portal Customization
Configure branding, report templates, and client access permissions according to requirements
Client Onboarding
Set up client accounts with secure credentials and initial portfolio data synchronization
Advisory Enhancement
Add your commentary and recommendations to client views for personalized experience
Measurable results for your organisation
- 78% — Client Retention : Higher retention rates through improved digital experience and engagement tracking
- 45% — Meeting Efficiency : Reduction in time spent explaining portfolio positions during client meetings
- 60% — New Client : Faster onboarding process with digital document sharing and portfolio setup
Clarifying your decision-making
Can I still send PDF reports?
The client portal generates your existing PDF formats while adding digital views alongside them. Nothing changes in your current workflow.
How do clients access their data securely?
Access to the client portal is protected by two-factor authentication and bank-level encryption. Each client uses unique credentials, which Clarendis helps configure during setup.