Client Web Portal

There has been a significant shift in client attitude and expectation towards the use of the Internet. Although personal service is valued, the internet provides faster and more convenient access to information and services. By using TrustQuay 5Series Client Web Portal an organisation can meet these shifting needs and differentiate or compete in a market where online channels are now expected.

Understandably security will always be a critical issue and any organisation providing online services will need to be able to demonstrate the highest levels of industry best practice.

TrustQuay 5Series Client Web Portal is a highly secure online client servicing tool that sits on top of 5Series and any other back-office system(s) as may be required, to provide a complete online view of client or entity information such as wealth or fund holdings, including assets, 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.

The Client Web Portal:

  • Enables end-clients, intermediaries and client relationship managers to view information both graphically and textually with capabilities to drill down.
  • Includes a workflow engine which uses rules to determine the routing of client requests, approval processes and straight through processing for direct transfer to the TrustQuay 5Series Trust, Corporate Services and Fund Administration Software.
  • Supports the publication of documents to clients and intermediaries, e.g. statements, advices, letters, forms, valuations, and contract notes.
  • Automatically sends non-confidential e-mails to clients as notification of web activity, e.g. “Your Valuation has been produced, login to website to view”.

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We’re now TrustQuay

Microgen has merged with Touchstone Wealth Management to become TrustQuay, the world-leading software provider to Corporate Services, Trust, Wealth and Fund Administrators.

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