Client Portals for the Financial Sector

Let Us Build It for You

Client BI portals create secure spaces for customers to send documents, store files, access data, accept payments, and much more. At InetSoft, we'll build your Web portal to your exact specifications for you.

We'll handle all the service and integration work necessary to put a complete Web portal in front of you. Live chat with financial advisors, manage your documents or your clients' tasks, perform calculations, view your assets, estimate your net worth, access on demand reports or financial indexes, keep track of what is going on in the world and in your business; the amount of uses client portals hold for financial means are limitless.

Files are automatically synced from various data sources, via our data mashup software, and updated instantly, all without needing to open any other programs.

True Customer Self-Service

The InetSoft client portal runs completely online, with no hardware or software infrastructure, offering your customers the highest level of self-service.

They have access to the same tools as your customer service representatives, meaning that they can help themselves to the same resources that are available to your phone techs, search an extensive online library of solutions, or browse a comprehensive knowledge base to find the answers they are looking for. This translates to happier customers and less time spent on support for your staff.

Self-service is prevalent in the financial sector; don't let your customers be left behind.

What Reports and Charts Are Available in a Financial Markets Client Portal?

Here are some common types of reports and charts available in a financial markets client portal:

1. Account Overview Reports:

   • Portfolio Summary: Provides a high-level overview of the client's investment portfolio, including total market value, asset allocation, and performance metrics.
   • Account Holdings: Details the securities held in the client's account, including stocks, bonds, mutual funds, ETFs (Exchange-Traded Funds), and other investment products, along with quantities, prices, and market values.
2. Performance Reports:
   • Portfolio Performance: Displays the historical performance of the client's investment portfolio over time, including returns, benchmark comparisons, and attribution analysis.
   • Time-Weighted Returns (TWR): Calculates the investment returns adjusted for the timing and size of cash flows, providing an accurate measure of portfolio performance independent of external cash flows.
3. Transaction History Reports:
   • Trade Confirmations: Summarizes details of executed trades, including trade date, security symbol, quantity, price, and transaction type (buy, sell, or exchange).
   • Order Status and History: Tracks the status of open orders and provides a history of past order placements, modifications, cancellations, and executions.
4. Market Data and Charts:
   • Real-Time Quotes: Displays real-time or delayed market data, including stock quotes, indices, currencies, commodities, and interest rates, allowing clients to monitor market movements and track securities of interest.
   • Price Charts: Visualizes historical price data for individual securities or market indices using line charts, candlestick charts, or other chart types, enabling clients to analyze price trends, patterns, and technical indicators.
   • Volume and Liquidity Charts: Illustrates trading volume and liquidity metrics for individual securities or market indices, helping clients assess market activity and investor sentiment.
5. Asset Allocation and Risk Analysis:
   • Asset Allocation Pie Charts: Breaks down the client's portfolio by asset class (e.g., equities, fixed income, cash, alternatives) using pie charts or bar charts, providing insights into diversification and risk exposure.
   • Risk Metrics: Calculates risk measures such as volatility, beta, Sharpe ratio, and standard deviation for the client's portfolio, helping clients assess risk-adjusted returns and manage portfolio risk.
6. Income and Dividend Reports:
   • Dividend Income: Summarizes dividend payments received by the client's portfolio holdings, including dividend amounts, payment dates, and dividend yields.
   • Interest Income: Details interest income earned from fixed income securities, money market funds, or cash equivalents, providing visibility into the client's income stream.
7. Tax Reporting:
   • Tax Lot Reports: Provides details of tax lots for securities held in the client's account, including purchase dates, cost bases, holding periods, and realized gains/losses, to facilitate tax planning and reporting.
   • Capital Gains Statements: Generates statements summarizing realized and unrealized capital gains/losses for the client's investment transactions, which can be used for tax filing purposes.
8. Customizable and Interactive Dashboards:
   • Offers customizable dashboards where clients can create personalized views of their portfolio performance, market data, news feeds, and other relevant information using widgets, charts, and tables.
   • Enables interactive features such as filtering, sorting, and drilling down into detailed data for deeper analysis and exploration of portfolio metrics and market trends.
9. News and Research Integration:
   • Integrates news feeds, research reports, analyst recommendations, and market commentary from reputable sources to keep clients informed about market developments, economic trends, and investment opportunities.
   • Provides access to research tools and investment analysis platforms to support clients in conducting their own research and due diligence on investment opportunities.

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