MCi’s Advisor Portal is a comprehensive platform designed specifically for Investment Managers, offering a seamless and integrated experience for managing client accounts and overseeing the health of their business portfolio.

The Advisor Portal is designed to empower Investment Managers with the tools they need to enhance efficiencies, improve client engagement, and maintain compliance, ultimately driving business growth and success.

These tools include:

• Prospect and Account Management: The Advisor Portal facilitates efficient opening and management of client accounts and prospects, streamlining the process from onboarding to ongoing relationship management.
• Portfolio Management: Advisors can oversee and manage client portfolios effectively, ensuring alignment with client goals and market conditions.
• Reporting and Compliance: The Advisor Portal includes robust reporting tools that enable advisors to generate detailed performance reports. It also supports proactive monitoring of portfolio compliance with the latest regulations and business rules.
• Service Request Management: This feature allows for efficient handling of client service requests, enhancing the overall client experience.