Client Portals

CSSI Client Portals provide an integrated platform for wealth reporting, document management, and mobile access for your advisory firm. Integrated with your existing portfolio management system and designed with you and your clients in mind, our software will help your firm deliver the ultimate client experience.

Why use CSSI’s Client Portals?

Portfolio Management Systems do not excel in visualization of investment data and traditional client portal solutions have fallen short of expectations.

We've changed that by architecting a solution from the ground up with the client in mind. We deliver a platform that is focused on rich visualizations, easy to setup, very simple to maintain, and has capabilities that include:

  • Advisor Dashboard with client reviews, performance reports, and forecasting
  • Visibility into held-away accounts giving you a consolidated view of client
  • Client Portal with portfolio reports, interactive statements, and a document
  • Social features for commentary, newsletters, and blogs
  • Billing statements with review, publish, and tracking
  • Dedicated Client Services to onboard you quickly and provide support

How does a CSSI Client Portal Work?

  • Step 1 – Data:  Import position, performance, and transaction data from your existing portfolio management system.
  • Step 2 – Configure:  Display only the information that is important to your firm. You have full control to turn on/off the appropriate visualizations and headlines for your clients. Add branding colors and logos to make this app your own.
  • Step 3 – Register Clients:  Simply register the clients you want to have access. With a few clicks, they’ll be able to access your app from their desktop/laptop or favorite mobile device.
  • Step 4 – Enjoy:  Time to celebrate – you’re up and running! Your clients have access to their investments through your branded app and you’re using it for your next client meeting!

What are the Benefits of a CSSI Client Portal?

  • Use what you already have: The CSSI Client Portal extends, but does not replace, your existing Portfolio Management System. Leverage what you have to automate reporting without having to re-reconcile the numbers.
  • Personalized Onboarding: CSSI will walk you through getting started with data, settings, and user registration with tips for a successful rollout. Pick what you want to show clients and who should have access. Get up and running fast!
  • Responsive & Mobile Ready: With CSSI’s Client Portals, your firm has a fully-branded app with your logo and color scheme that works on any desktop, laptop, smartphone, or tablet. Easy to use, navigate, and is visually stunning.
  • Efficient Operations:  Scale your operations in a big way. We’ll automate client reporting, quarterly statements, and billing invoices so that you can focus on managing wealth, not creating reports.
  • Optimized for Advisors and Clients: Advisors can create detailed client reviews with one-click, clients can get a visual picture of their investment data all from an app built from the ground up with the user in mind.
  • All-in-one:  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.