Custom Advisor Portals
Research expertise and technology innovation come together in Conway’s white-label portals. Conway’s custom advisor portals are accessible via a dedicated URL that is branded to your firm. Our financial advisor tools help automate key processes, improve operational efficiencies and elevate the client experience.
Who We Serve
Conway Technology Solutions are tailored to the precise needs of investment advisors and fund managers. Our whitelabel financial technologies enable both parties to connect with their audiences on their URL in a secure, convenient and branded way.
Who We Serve
Conway’s portal solutions are tailored to the precise needs of financial advisors and fund managers. Our white-label financial technologies enable both parties to connect with their audiences in a secure, convenient and branded way.
Investment Advisor Portals
Leverage Conway’s proprietary technology for a customized, white-labeled portal. Alleviate operational pain points through more efficient management of client alternative investments. Optimize the organization of alternative investment fund research and reporting into a leading-edge advisor portal interface and data room.
- Custom-built, white-label portals for an advisor’s particular needs
- Consolidated location of the firm’s alternatives investment options/offerings
- Centralized control for investment/operations/compliance offices over the menu of investment options/offerings
- Ability for financial advisors to transact on behalf of their clients
- The Conway portal allows for various levels of permissions and control over who can transact.
- Client work-flows/processes embedded in the architecture of the site
- Digital Subscriptions + Data Room
Fund Manager Portals
We develop secure custom-built investor portals that connect asset managers to their investors through innovative technology. These portals streamline the fund subscription process through automation which simplifies the investor experience and mitigates mistakes.
Our white-label portal also provides a data room where investors can access fund-related documents, tax reporting, financial statements, performance reporting, capital calls and other manager communications. Conway’s portal integration process utilizes a customized solution for each fund manager.
See it in Action
Fill out the form below to set up a demo for one of Conway’s custom portals.
"*" indicates required fields
