Microgen 5Series Secure Web Portal
Microgen 5Series Secure Web Portal is a secure online client servicing tool that integrates with a company’s back-office system to provide an online view to its clients of wealth holdings, including funds and non cash assets. Developed specifically to meet the online needs of the international financial services sector (including private banks, fund managers/administrators, and trust and corporate service providers), it provides a solution that can be delivered rapidly. Using robust security measures to ensure client protection and open standards, it is platform-independent and integrates with both Microgen and 3rd party back-office systems
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- Increased new business through value added service
- Increased competitive advantage through improved relationships with clients and intermediaries
- Reduced costs as clients and intermediaries access information themselves
- Improved client retention
- Enables end-clients, intermediaries and client relationship managers to view information both graphically and textually with capabilities to drill down
- An underlying workflow engine uses rules to determine the routing of client requests, approval processes and straight through processing for direct transfer to a back office system
- Publication of documents to end client, e.g. statements, advices & valuations
- Send non-confidential e-mails to clients as notification of web activity, e.g. “Your Valuation has been produced, login to website to view”
- Applies multiple levels of authorisation for corporate and fiduciary clients making third party payments.
