A Client Portal for Advisory Firms
ClientView provides an integrated wealth reporting, document management and digital service platform for your advisory firm that works with Junxure Cloud and your existing portfolio management system. Designed with you and your clients in mind, our portal will help your firm deliver the ultimate client experience.
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Portfolio management systems are not great at visualization of investment data, and traditional client portal solutions have fallen short of expectations. ClientView was created with the client in mind, focusing on rich visualizations. It's easy to setup and simple to maintain. Capabilities include:
USE WHAT YOU ALREADY HAVE
We extend, not replace, your existing portfolio management system. Leverage what you have to automate reporting without having to re-reconcile the numbers
We'll help you get started with data, settings, user registration, and tips for a successful rollout
RESPONSIVE & MOBILE READY
A fully-branded client portal with your logo and color scheme, that works on any desktop, laptop, smartphone and tablet
We'll automate client reporting, quarterly statements and billing invoices so you can focus on managing wealth, not creating reports
OPTIMIZED FOR ADVISORS & CLIENTS
Advisors can create detailed client reviews with one click. Clients can get a visual picture of their investment data all from a client portal built from the ground up with the client in mind
Single-solution for client reporting, document storage and content management. Have a single login for clients to access their investment data, share files and read firm newsletters
Import position, performance and transaction data from your existing portfolio management system for use. Include held-away accounts for a complete view and import existing files into the document center.
Display only the information that is important to your firm. You have full control to turn on/off the appropriate visualizations & headlines for your clients. Add branding colors and logos to make this client portal your own.
Simply register the clients you want to have access. With a few clicks, they'll be able to access your client portal from their desktop/laptop or favorite mobile device.
Time to celebrate - you're up and running! Your clients have access to their investments through your branded client portal and you're using it for your next client meeting!
Watch a Recorded Demo
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Sign up for a Live Demo
Sign up for a live demo with one of our product specialists.
Select the date and time that works best for you.
Simple, straightforward pricing. We price based on the size of your assets under management (AUM). Pricing includes unlimited use, unlimited storage with onboarding and training included.
* Billed Annually