Portfolio access for investors.
Anytime. Anywhere.

Investor Portal

Give your customers access to their investment portfolio online through any device or your firm’s branded mobile application. Offer them the rich, digital experience they expect with PurePortal.

Key benefits and features:

Innovative customer experience

Provide the digital convenience your customers expect.

Any device access

Enable investors to view their investment portfolios on any device, anytime, anywhere.

Secure connection

Provide secure, up-to-date portfolio information and personalized messages.