We didn't start from scratch when we built our client portal. We built on an enterprise content management system from Microsoft called SharePoint. SharePoint has modules for building web sites, document & file management, collaboration, social networks, extranets, websites, enterprise search, and business intelligence. Everything is customizable; fonts, charts, layout, text--everything. All seamlessly integrated into the most flexible client reporting platform in the industry.
Every day, the number of devices, platforms, and browsers that need to work with your client portal grows. Responsive web design represents a fundamental shift in how websites will be built for years to come. Our client portal has been created using modern responsive design techniques and will find the best way to present itself on your client's device, be it phone, tablet, desktop or a future form factor.
Why stop at static documents? Your clients can already go to their custodian and see their current account values--now they can do the same thing on your portal site. Even better, your live data crosses custodians and presents the information in the format that best integrates into your investment strategy. Include any calculations or charts that you deem relevant. More than any other feature, this will make you their first stop on the web for financial information.
Upload important client documents, or print FinFolio client reports directly to the vault. Decide who can see each document--clients, advisors or other stakeholders. Edit documents directly from the vault in Microsoft Office and save them back to the vault without intermediate steps.
Version control allows you to go back to a prior version of any document and see who made which changes. Print any report directly to the document vault from FinFolio, avoiding intermediate steps and uploads.