SUPERIOR DIGITAL INVESTOR & ADVISOR EXPERIENCE

Thanks to a set of brand new features and the new Objectway design system, Conectus Portal is even more powerful, enabling a more user-friendly portfolio view and high-speed secure interaction. Let’s find out every detail

User dashboard, self-service capabilities, interaction

A new landing page is available for the investors who can see at a glance the total wealth and browse portfolio list, starting the user journey in a more flexible way. They can also update personal details by their own and select communication preferences. To get in touch with the investment manager, is now possible to use a new widget listing wealth manager details and photo, including the possibility to quickly send a secure message.

Dashboard dedicated to IFA and advisor

Now IFAs and Advisors can benefit from a dashboard showing the assets under management. They can open client positions and see exactly the information their clients see.

Revamped user interface for a better experience

Conectus now adopts the Solar Design System, a new Objectway initiative that increase quality and consistency across its application suite. User can enjoy a renewed look and feel and an enhanced usability thanks to the definition of standard interface components and interaction patterns.

Configurable and customisable portal

In terms of web content management, the firm can create custom text using the Alfresco console, publish it on the portal. The firm can also create and display announcements that investor must acknowledge.

Help desk impersonation

A help desk user can support clients via a completely new portal configuration. Thanks to a search facility the help desk can support users through the portal, seeing what clients see, while leaving a full audit trail.

New mobile version (iOS and Android)

The mobile app features a completely new user experience and a fresh user interface. The new navigation sidebar improves mobile user experience allowing a better user journey. In addition, the investor can interact with the advisor anytime and anywhere, thanks to the new secure message feature. Easy to be notified, easy to reply, all in the same app.

Under the hood

Conectus uses microservice architecture and Docker technology to provide a scalable and flexible solution that can adapted to the customer’s needs. It is cloud-ready and can be installed in public or private cloud environments. It comes with several out of the box integration using AWS (Amazon Web Services) services that can enrich the solution with additional features (such Multi Factor Authentication TOPT, notifications and others).

The continuous integration, continuous delivery processes and the use of container-based technologies, make the application delivery quick, easy and secure.

We invite you to attend a webinar, that will take place on 07 May at 4.00 CET, to see a demo and explore every new feature of Conectus.

To register, please click on the desired date below
Thursday, 7th May
Thursday, 18th June

 

 

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