Client & Portfolio View
IIC Portal gathers clients and portfolios in one place
Every client's details and portfolio from a single screen.
- Client details and allocation in one view
- Each client's portfolio value at a glance
IIC Portal · For RMs and investment advisers
Look after every client from one workspace
Clients, portfolios, orders and reports live together in IIC Portal, so advisers spend more time with clients.
IIC Portal
An adviser's daily work, simpler in one place
From reviewing a portfolio to placing orders and sending reports.
Order Workflow
IIC Portal sends orders for client confirmation
Prepare orders for clients and send them for confirmation through a traceable workflow.
- Clients confirm on LINE in one tap
- Track every order’s status in one place
Reports & Service
IIC Portal builds client reports instantly
Reports and service tools to run your advisory business efficiently.
- Portfolio reports ready to send
- Less repeated paperwork every month