Streamline with iiPortalSM

Data Agent iiPortalSM provides an investment institution the ability to link disparate data sources and systems—both internal and external—into a common web based front-end. With iiPortal, a financial institution can deliver client statements, portfolio inquiries, mutual fund prospectuses, analyst reports, as well as create opportunities to cross-sell other investment products through one web site. In addition, our web portal gives clients of an investment firm or internal users the ability to customize and personalize the different sets of information provided by the firm.

• Automate client, regulatory, and management reporting.
• Create web portals to consolidate enterprise information for internal and client use.