The Modern Reporting Portal For Investment Advisors
Today’s Investment Advisors are expected to provide clients with a secure investment portal that is both substantive and aligned with their investment approach.
The process of implementing a reporting portal solution that fits an Investment Advisor’s style, branding, operations, and service model has traditionally been cost prohibitive and difficult.
The AlphaSpring™ platform provides Advisors with a modern client reporting portal that easily integrates with your existing digital presence and reporting processes. Building upon Fascet’s longstanding expertise with portfolio accounting data integration and cloud hosting, AlphaSpring™ adapts to fit the way your firm distinguishes itself.
- Create a unified digital experience for clients
- Compelling interactive dashboards and visualizations
- Easy integration to your back office portfolio accounting system
- Complete site customization to match your firms branding
- Animated graphics create a more engaging user experience
- Full legal entity hierarchy and portfolio group support
- Secure document storage
- Multi-factor authentication
- Plug and play integration with SS&C Advent APX
- Integration with existing corporate website
- User and role based site content and security
- On-premise or cloud deployment options
Advent APX is a registered trademark of SS&C.