For client services
Deliver secure and targeted digital reporting to retail, professional and institutional clients.
Client Connect gives your clients digital reporting on the go with interactive and immersive investment reporting experiences.
Digital first
Digitises fund reporting to meet rising investor expectations through interactive and immersive analysis.
Targetted engagement
Differentiate your offering by bringing together targeted thought leadership and alternative opportunities.
Investment transparency
Provide investors with greater transparency to explore their investment performance and risk information.
Stay informed
Reinforce your active management of portfolios and how your responding to market events.
Customer centric
Personalised reporting experiences with access to contextually relevant content and information.
Investment oversights
Get accurate and in-depth oversight across all your investments as a single portfolio experience.
Individual investments
Analyse individual investments (mandates and products) to understand their performance and composition.
Investment library
Access a library of personalised investment related content that includes insights, videos and literature.
Generate reports
Produce on-demand reports across portfolio and individual investments.
Frequently Asked Questions
What is Client Connect?
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UNITED KINGDOM
20 Little Britain
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