Client Communications
Communication Hub
Communication Hub replaces fragmented email threads with one consistent space for updates, attachments, and portfolio-related messaging.
Inbox Noise
Reduced
Message Reach
Improved
Advisor Follow-up
Simpler
Why It Matters
Important updates get buried in inboxes, making compliance and client follow-through harder to manage.
Core Capabilities
- Central post and update stream for advisors
- Document sharing aligned with investor access
- Readability-focused presentation for key notices
- Works alongside portfolio dashboards and reports
Turn Communication Hub Into a Client-Winning Advantage
Book a walkthrough to see exactly how this feature works in your advisory workflow, with your client model and reporting process in mind.
Related Features
One-Click Portfolio Updates
Enter fund performance once and cascade the update to every linked client portfolio instantly.
Client Portal
Give each client a secure, modern dashboard for holdings, performance, documents, and updates.
Multi-Currency
Track and report portfolios across currencies while presenting clear client-facing values.