Client Portal

With investor demand for instant access to valuations and other investment data ever increasing, online access anytime, anywhere, has never been more essential to your business. Fully integrated within your own corporate website the client portal provides online access 24/7 to the investor, intermediaries and other third parties with appropriate authorisation.

A secure login provides access to current portfolio positions and transaction details as well as allowing users' access to electronic copies of all client reports and contract notes. Where required, Pulse also has the capacity to provide the client portal in multi-currencies.