Investor Portal
Choose your demo:
Australia
United Kingdom
Custom
Start custom demo
Select some accounts and features for a custom demo experience.
AU accounts
SMA mixed models
Super SMA accumulation
Super SMA Pension
Property
Investment portfolio
Multi currency
SMSF +
UK accounts
John Smith GIA Trust
John Smith ISA
John Smith Offshore Bond
John Smith SIPP
Customize features
Performance page
A page for performance and benchmarking across all accounts
Ins & outs page
A page that shows details of movements in and out of all accounts.
My adviser page
A page containing details of an investor's adviser.
Top up page
A page allowing the investor to make ad hoc contributions into sma accounts.
Models page
A page that shows details of all models in an investors accounts.
Transaction page
Shows the transactions for accounts ( ins outs and buys and sells )
Investor statements
Investors can generate and download a short report from the account page.
Personal wealth
Allow users to add personal wealth data from the portal dashboard.
Currency selector
Ability to change the display currency in the portal.
Factsheets
Link to fact sheets on the asset page.
Show personal by default
Show personal wealth as expanded by default on dashboard page.
Activity
Activity list displayed on the dashboard. eg, transactions/ file uploads
Upcoming transactions
Show future transactions on activity list and ins & outs.
Model History
Show model holding breakdown and model history on sma account page.
My Files
Show list of files not linked to account (eg newsletters) on the my adviser page.
Representative holdings
Show a representation of held funds holdings aggregated on the account/holdings pages
Model history sandchart
Shows the model history with a sandchart
BPAY SuperSMA (accumulation)
Show SuperSMA BPAY CRN accounts card
Include additions in performance calculation
Include additions in performance calculation.
Investor file upload
Allows the investor to upload files
Pds resources
Allows the investor to view pds resources associated to accounts
Show SMSF cash assets
Show SMSF cash assets in asset list
Group Consolidated Accounts
Show transactions & cashflows from child accounts for consolidated accounts
Show my adviser without the need for detail confirmation
Show page containing details of an investor's adviser.
Fetch pds documents from Pds service
Fetch pds documents from Pds service.
Fetch account documents from account service
Fetch account documents from account service.
Fetch assets documents from account service
Fetch assets documents from account service.
Use service configuration from Cosmos DB.
Use service configuration from Cosmos DB.
UserAccountLinks From Gatekeeper
Get UserAccountLinks from Gatekeeper cosmos db
Fetch users from user service
Fetch users from user service
Simplified holdings screen
Collapse holdings grid by default
Show weightings table on dashboard
Show weightings table on dashboard
Fetch userslinks from gatekeeper
Fetch userslinks from gatekeeper
