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. PurePortal sites 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. This means that all of the data presented to a client on your site 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
• Summaries and analyses
• Rich graphics, tables and charts
• The security that your clients demand
• Option to let clients submit requests, updates or questions

Click on the thumbnails to view screenshots

Please contact us for more information

Toronto:

416.598.1241

Toll Free:

1.888.596.9338

By email: