Portal Builder

Enabling effective communication with clients and advisers; providing a secure online environment with access for product providers and other business partners; a quotation portal in your brand, plus real-time new business, pipeline and commission information…just a few of the features of the Portal Builder.

Portal Builder is a highly advanced extranet, a quotation portal, an online forum, a document library, a way of tracking new business, a content management system for your website – and a lot more. Quote simply, it is the best way for firms to store, manage, communicate and disseminate information – quickly, efficiently and effectively.

The Portal Builder can be used by advisory firms of all sizes, and is particularly effective for firms with ten or more advisers. Firms do not need to use our Client Care Desktop (CCD) to benefit from Portal Builder as much of the reporting function can be accessed without the need for a CCD licence. However, by using Portal Builder in conjunction with CCD, users can maximise the benefits.