Financial Services Portals

We have deep experience delivering complex Portal solutions to the financial sector such as investments, pensions, compliance, banking and insurance.

Dashboard of Web Portals

How can we help you?

 

Our portals lower costs, encourage re-investment and facilitate access to secure information for your clients and intermediaries.

Providing secure, 24/7 online access to your client’s investment portfolio is a necessity to stay ahead of your competitors. Web portals implemented by us and supported by Microsoft Dynamics 365 Power Platform technology, you will have the tools to deliver a multifunctional financial access point.

Your clients can examine their return on investment across multiple organisations and allow them to evaluate their portfolio performance. Self-service access to sensitive documents such as tax certificates and valuation statements reduces administrative costs across your operations.

The Portal Company have developed, with our clients, many types of financials services portals from Stock Broker portals to asset management and risk management portals.

Onboarding can be made more efficient with automated AML checks to help manage the heavy burden of compliance. Companies that have implemented portals in financial services generally see a large reduction in administration, increasing customer satisfaction, serving both the end client and the intermediary where a more complex relationship exists.

Dynamics 365 Web Portal Dashboard front end for finance

Deep industry experience

The Portal Company has extensive experience in delivering solutions to the financial sector. We understand your business model and your clients’ needs. This gives your web portal a head start, providing you with the competitive advantage that you deserve. We customize your clients’ user experience to your specification and provide seamless onboarding. This ensures your clients have a positive experience with your brand and encourages ongoing engagement. We understand regulations under the FCA (Financial Conduct Authority) and support you in your strategy to meet compliance.

We can also help you meet your obligations for KYC (Know Your Customer) by enabling full platform integration, enabling a seamless experience for you to verify the identity, suitability, and risks involved with maintaining a business relationship.

    How do you benefit from a Financial Services Web Portal?

    Financial web portals provide numerous advantages to your operations. Administrative costs are immediately reduced due to interactions between your client and your response teams are streamlined. This includes users being able to retrieve documents online, and on-demand, avoiding distribution costs.

    Financial statements, return on investment break downs and investment news information can be accessed easily with a simple login, and in a central view. Users can additionally filter statement information and manipulate how data is expressed on-page for their own convenience.

    Financial web portals also present the opportunity for cross-selling to other investment products and encouraging clients to reinvest. Choosing a Microsoft Dynamics 365 web portal can therefore be a solution that increases your long-term profitability.

    Financial statements, return on investment break downs and investment news information can be accessed easily with a simple login, and in a central view. Users can additionally filter statement information and manipulate how data is expressed on-page for their own convenience.

    Financial web portals also present the opportunity for cross-selling to other investment products and encouraging clients to reinvest. Choosing a Microsoft Dynamics 365 web portal can therefore be a solution that increases your long-term profitability.

    Mobile Responsive Web Portals

    Manage your financial business in one place

     

    • Provide portals for clients and intermediaries
    • Access financial statements online
    • Access investment opportunities
    • 24×7 access
    • Encourage re-investment at maturity
    • Reduce administrative costs
    • Self serve certificates – tax & valuation statements
    • Faster process for intermediaries
    • Promote cross-selling to other investment products
    Microsoft Dynamics 365 Financial Portal using Dashboard

    Watch our Financial Portals in action

    Accredo’s underwriting decisions are made by people, not computer programs, so they consider risk and security in the widest sense, seeing the true value of a borrower’s proposal.

    Combined with our light-touch application process and quick decision-making, Accredo provides an excellent alternative for business-critical funding.

    When we partnered with Accredo, we supported them with a customised web portal solution to improve the experience their users receive.

    Their new business portal enables the handling of all business enquiries and enables the submission of complex financial proposals with ease.

    Learn More

    Let’s see if we can help your financial organisation

     

    Your clients deserve an easy to use, accessible interface so they can focus on for their financial strategy. We’ll deliver the solution that you’re looking for, fully customised to your business environment.

    Contact Us

    +44 0203 884 3804

    Merlin House, Brunel Road, Berkshire, RG7 4AB, UK

    Monday-Friday: 8am - 5pm

    Get Started

    Let's discuss your Web Portal Solution.