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.