PurePortal
Client Access Website
Overview
The world is moving to an on-demand, online model. Is your business prepared to keep up? With PurePortal, you can deliver exceptional customer service anytime, anywhere.
A Practical Solution
PurePortal is a proven platform that will allow you to quickly and confidently offer your clients anytime, anywhere access to their account information via a secure web portal. A PurePortal website will reflect your brand and deliver the high standard of service that your clients have come to expect. PurePortal allows you to combine documents (such as research reports or commentary) and client data into a rich and complete online experience that is personalized for each user.
PurePortal is simple and secure, and fully integrated with rest of the PureFacts Wealth Management Suite. The result is that all of the data presented to a client on your website will always be up-to-date and accurate.
PurePortal websites deliver:
- Account details
- Research and background information
- Commentary
- Notices and reminders
- Holdings, asset allocation, transactions and performance information
- Summaries and analyses
- Rich graphics, tables and charts
- The security that your clients demand
- The option to let clients submit requests, updates or questions