The best Dynamics 365 Research Portal is here...

The world of research is changing. The Portal Company provides modern solutions that can be rapidly implemented at your organisation. Traditional suppliers are often burdened with old technology and lack functionality, customisation and scalability.

Our research portal is a comprehensive solution that's flexible, ensuring your organisation is ready for the future. We enable you to concentrate on providing the best research to your clients. Undergo your Digital Transformation today.

Flexible, centralised, cloud-based CRM Portal solution

  • We’ll make sure you are MIFID II compliant, ensuring your organisations portal is future proof.
  • Manage complex eligibility and subscription model requirements that 3rd Party Aggregators cannot handle.
  • Distribute your research to other platforms using industry standard RIXML.
  • View who's interacting with your research and target your budget more effectively for long-lasting profitability.
  • Enable clients to manage complex notifications rules for new research articles with ease.
  • Track research activities and effortlessly demonstrate compliance.
  • Full Outlook 365 integration to make the transition easy for your team with full training available.
  • Microsoft Dynamics 365 technology
web portal security analysis

Security is our priority

We're able to implement a paywall so your research is monetised and extends your profitability. Users are given secure logins and are able to access exclusive financial research. Security is a priority for The Portal Company and we have processes in place to ensure your data isn't compromised.

Your web portal is a part of the Microsoft Dynamics 365 family, a leading cloud-based CRM that integrates with many other Microsoft products including Office 365.

“They were able to deliver a platform that was fully integrated with Dynamics 365 CRM, did not require an additional solution database, contained pre-built technology for authentication, content management and security and could be deployed via the cloud,” 

“Scalable and easy to manage and maintain, the new web portal makes it possible for us to digitally distribute our research to subscribers 24x7 in a highly efficient and cost-effective manner.” - Exotix Capital

Giving your clients what they want.

Your clients deserve an easy to use, accessible interface so they can focus on receiving the right research for their goals. We'll deliver the solution that you're looking for. Financial research portals also require training and support so we'll be your one-stop web portal provider. 

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Let's Discuss Your Next Research Web Portal.