Clients Direct

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Clients Direct is a system for investment management firms which links them to their associated Independent Financial Advisors (IFAs) and the the IFAs' clients. Individual web sites are created for each IFA through which the clients have direct access to their accounts, portfolios and total assets managed by the investment management. The system is highly secure and provides a two-way dialogue for messages and instructions. Clients Direct can be partnered with MBA's Internet Broker package to provide clients with a complete online platform to satisfy Discretionary, Advisory and Execution Only clients.

Key Features

  • Administration
  • Alerts
  • AML Checks
  • Cash Statement
  • Charting
  • Client Authentication
  • Client Portfolios
  • Confirmations
  • Content Management
  • Client Reporting Output
  • KYC Checks
  • Market News & Data
  • Model Portfolios Display
  • Notifications
  • Online Application Process
  • Online Payments
  • PDF Client Output
  • Portfolio Valuation
  • Research
  • Secure Messaging
  • Single Sign-On Support
  • Transactional History
  • White Label Facility

Key Benefits

  • Widely used & resilient product
  • PCI DSS Compliance Certified
  • Secure Client Communication Facility
  • Expansive role and feature architecture allows detailed control of user functions
  • White Label Facility
  • Client positions can be updated intraday or in real time
  • High Quality client reports can be generated on the fly by advisors and or end users.
  • Personal balance sheet - valuations & portfolios
  • Cross Platform Mobile Access
  • Management info. of usage
  • Separate site for IFA Access
  • "Back-Office independent"

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Trading firms, Wealth Managers
Geographic Availability