SIMPLE. FAST. ENGAGING.
Your complex relationships and customer engagements – presented, managed and monitored. Because happy and empowered users means satisfied and delighted clients.
MODELLING COMPLEX RELATIONSHIPS
Wealth management, and financial services generally, centres around modelling complex family and business relationships.
Understanding these thoroughly is key to appropriately identifying and managing fit-for-purpose products and services.
Portemis provides intuitive visualisations that enable users to instantly absorb and dive-in.
SATISFY REGULATORY OBLIGATIONS
Portemis channels and organises these regulatory workflows in a unique, centralised way, helping relationship managers be efficient, drive relationships and investment decisions appropriately, and create more meaningful engagements.
REIMAGINING USER EXPERIENCE (UX)
Traditional CRM systems are vast and frightening. With Portemis, users see precisely what they need to do via a customisable proprietary alerts engine.
User interactivity and conversion metrics bubble up into overall “health checks” which help management identify and focus on business priorities, whilst also enabling Portemis to focus feature development in the right places.
Whatever a user is looking at – outstanding or impending “actions” are abundantly obvious, rather than being hidden away behind many mouse-clicks and page redirects.
YOUR DATA. IMMEDIATELY.
Simple to use APIs enable you to load and synchronise your existing operational data (e.g. accounts and portfolios) with ease.
At Portemis we recognise most custody, settlement and/or trading systems are ‘account centric’ and translating data into ‘customer centric’ representations can be cumbersome.
We take the pain out of these translations by enabling data to be loaded ‘as-is’, whilst we handle the bulk of the number crunching.
SECURE BY DESIGN
We recognise your data is your lifeline. No need to become an expert in incredibly complex access-rights functionality – with Portemis it is simple to see and manage who can view and edit information.
Sensitive personally identifiable information (PII) is encrypted-at-rest so nobody but you can read it.
INTERACT WITH CLIENTS CONSISTENTLY
Track emails with our simple email-tracker, quick-log phone call summaries, or use Portemis to communicate securely and instantly with clients via WhatsApp.
Optionally link client interactions with ‘accounts’ – to both focus them and constraints who can access them.
DIGITALLY ENGAGE CLIENTS AND ADVISERS
Your clients and advisers are integral. Portemis provides simple-to-use and secure white-labelled portals for both clients and advisers. These enable clients to interact via secure messaging, update KYC information and check account balances and holdings. Using the adviser tailored portal, independent financial advisers can add new prospects and monitor their on-boarding.
Don’t like our portals or prefer to build your own, perfectly fine by us. Let Portemis handle the complexities of providing API’s for your web designers and developers.