The Portal Company
The Portal Company

Financial Services Portals

Web Portals for Forward-Thinking Financial Firms.

Faced with the tightrope of data security and regulation, your organisation needs robust systems to tackle these challenges.

Using our financial services expertise and Microsoft technology, we design process-driven websites that prioritise compliance, and seamless operation. We’ll help your organisation strengthen its digital infrastructure, enhancing resilience and service excellence.

Discuss your requirements
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Specialists in Portals for Financial Services Providers

Deploy a web portal that harnesses Microsoft Dynamics 365 to refine your operations and ensure secure access for your clients, subscribers, suppliers, and other vital stakeholders.

Focusing on reducing operational costs, we engineer portals to ensure secure, efficient access to crucial information and resources.
We will help streamline your processes, including compliance workflows, for enhanced operational efficiency. We understand regulations under the FCA (Financial Conduct Authority) and obligations for AML (anti-money laundering) and KYC (know your customer) checks, so our solutions will be designed to support your compliance strategy.

Trust The Portal Company to equip your firm with the tools to outpace competitors and enrich experiences.

Specialists in Portals for Financial Services Providers

Deploy a portal that harnesses your data in Microsoft Dynamics 365 and ensures secure access for clients, subscribers, suppliers, and other vital stakeholders.

We design websites that provide access to crucial information and resources, which streamline processes to increase efficiency.

We understand regulations under the FCA (Financial Conduct Authority) and obligations for AML (anti-money laundering) and KYC (know your customer) checks, so our solutions will be designed to support your compliance strategy.

Trust The Portal Company to equip your firm with the tools to outpace competitors and enrich client experiences.

Client Success Story

Discover how we enabled Tellimer to launch a web portal distributing MiFID II-compliant research and analytics with its subscribers.

“In a highly regulated industry, you need to be certain you’re working with a partner that truly understands your business and can deliver on every count. Our go-live was a smooth process, and The Portal Company went beyond the call of duty to ensure everything worked.”

Rob Elliott, Global Head of Operations at Tellimer

Robust Portal Security

We deploy integrated portals using leading-edge Microsoft technology and incorporate Azure’s enterprise-grade security measures.

  • Our web infrastructure protects against cyber threats and supports compliance with financial industry standards and regulations.
  • Secure and scalable environment ensures the integrity and confidentiality of sensitive financial data.

Partnering with The Portal Company means investing in a solution prioritising security and compliance, allowing you to focus on delivering exceptional services.

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Portal Demonstration

Partnering with the secured finance experts at Accredo, we designed a custom portal to enhance its user experiences.

People, not computer programs, make Accredo’s underwriting decisions, so they consider risk and security broadly and assess the full value of a borrower’s proposal. Combined with a light-touch application process and quick decision-making, Accredo offers an alternative for business-critical funding.

Through its portal, Accredo facilitates the efficient handling of enquiries and complex financial proposals.

We are trusted by…

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pulse cashflow finance
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tellimer

Secure Your Competitive Edge Today

In a world where resilience is non-negotiable, let’s tailor a web portal that propels your efficiency and safeguards client trust. Connect with us for an initial consultation to discuss your requirements.