Wealth: Next-Gen
Investor Engagement​

Provide real-time access to investment data along with secure document sharing to enable best-in-class investor engagement​

Investor Portal

Ness Investor Portal: Deliver a Superior Experience

Become the preferred wealth manager by giving your customers an unparalleled experience with the Ness Investor Portal.

Investors can now access key data through a modern and secure platform. You can customize the information you want to show your investors and customize the branding to deliver a consistent experience across channels. We have built a one stop solution which enables intuitive data visualization and effective advisor engagement.​

Key Differentiators

What Makes the Ness Investor Portal Different

Omnichannel Experience

  • Provide seamless and effortless user experience across multiple engagement channels
  • Use the Investor Dashboard to publish key metrics and let investors visualize progress

Custom Branding

  • Fully branded experience with customizable colors, logos and graphics
  • Promote your brand by adding your Fund’s logo on Investor Portal.

Digital Signature

  • Authorize capital notices using digital signatures with the help of DocuSign.
  • Allow investors to securely update bank instructions, FATCA, and communication preferences

Transparency & Access Management

  • Give role-based access to unlimited team members and securely share resources.
  • Monitor how and when your investors are accessing information
  • Publish key policies and let investors view their management fees, performance fees and equalization.

Key Differentiators

What Makes the Ness Investor Portal Different

Omnichannel Experience

  • Provide seamless and effortless user experience across multiple engagement channels
  • Use the Investor Dashboard to publish key metrics and let investors visualize progress

Custom Branding

  • Fully branded experience with customizable colors, logos and graphics
  • Promote your brand by adding your Fund’s logo on Investor Portal.

Digital Signature

  • Authorize capital notices using digital signatures with the help of DocuSign.
  • Allow investors to securely update bank instructions, FATCA, and communication preferences

Transparency & Access Management

  • Give role-based access to unlimited team members and securely share resources.
  • Monitor how and when your investors are accessing information
  • Publish key policies and let investors view their management fees, performance fees and equalization.

Innovative Solutions

Here’s Why Wealth Managers Love the Investor Portal

FASTER TIME TO MARKET​

The solution uses Salesforce’s Financial Services Cloud implemented for the advisors within the wealth management organization. This enables faster customization and time to market.

PROACTIVE APPROACH​

Proactive and predictive risk management which enables conversion of volatility into opportunity.​

INVESTOR DASHBOARD​

A dashboard where investors can get all financial data that matters to them. Track investments across the household and participate more actively on goal planning and realization.

FRICTIONLESS ONBOARDING​

Digitize KYC, AML and DOL process. Create Proposals and Quotations using our inbuilt templates and configurable business components​.