Engage clients. Empower advisors. Build trust with a portal.

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. To stay competitive in the market, firms need to serve their clients with ease.

Our portal solutions ensure efficient onboarding processes and streamlined communications, giving advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and latest activity at their fingertips, whenever and however they want.

Features & Benefits

  • Streamlined onboarding process, including risk profiling
  • Self-service tools so clients can monitor and manage their investments
  • Real-time, 360 view of portfolios and performance for both clients and advisors
  • Mobile-friendly design for optimal content delivery
  • Modern technology and HTML5 design
  • Highly configurable: broaden the reach of your services and brand
  • Open architecture plus seamless integration with your existing systems
  • Prospect, client and portfolio data centralized on a single platform
  • Flexible workflow models ensure regulatory compliance, including audit trails
We now have a very different conversation with our high net worth clients, focused around future investments rather than historical transactions.
Prabodha Samarasekera, CEO
NDB Wealth Management
Advisor and Client Portals

Complementary Solutions

Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility of customizing solutions and services to your needs.

Advent Portfolio Exchange

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.


With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.

Learn more about our portal solutions

Our advisor and client portals are designed to meet the needs of today’s investment managers and their clients. Get ready to build a stronger, longer-lasting relationship between your team and your clients.


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