Transforming Investor Relationships
Enhance investor engagement and streamline communication with Quva's innovative white-label client portal. Empower your investors with secure access to their portfolios, real-time investment opportunities, and seamless transaction capabilities.
Client Portal
Elevate investor engagement and operational efficiency with Quva's innovative white-label client portal. Grant your investors secure access to their portfolios, live investment opportunities, and seamless transaction capabilities. Quva's Client Portal can also streamline reporting processes and ensure regulatory compliance by providing access to comprehensive reports and updates. Additionally, facilitate seamless communication between investors and your team through the portal, fostering transparency and enhancing collaboration in your investment efforts.
Anytime, Anywhere
Quva's client portal allows investors to securely login to their client portal at anytime, anywhere. Quva's client portal increases engagement, efficiency and can help overall revenues by taking the administrative burden away. Just some of the features Quva's client portal has to offer:
- White-label, giving you the ability to use your own branding
- Secure login for investors
- Clients can view their portfolio
- Access to new and live opportunities
- Invest/transact into investment opportunities
- Update investor categorisation
- Upload and view documents
- Chat and ask questions direct to admins
- View and download investor updates and reports
- Ability to upload historical investment data
Client Portal Features
Quva's secure, white-label client portal login ensures data safety and brand consistency. With customisable features and robust encryption, you can offer your clients a seamless, branded login experience.
Accessible across devices, it fosters trust and collaboration while prioritising security at all times.
Clients using the Quva client portal securely view their investment portfolio, including past and current investments, reports, tax relief, and unrealised gains.
With robust security measures, they can access this information conveniently and make informed decisions about their investments.
Through the Quva client portal, clients can swiftly update their investor categorisation, whether during onboarding or at any subsequent time. This feature offers flexibility and convenience, enabling clients to align their investor profile with their changing financial objectives efficiently.
Quva's streamlined process ensures that clients can adapt their investment strategies with ease, fostering a personalised and responsive approach to their investment needs.
Quva's innovative platform offers automated document generation, including investor agreements, seamlessly pre-populated with essential details. This feature not only saves valuable time but also reduces paperwork and administrative burdens significantly.
Experience streamlined processes and increased efficiency with Quva's document capabilities.
Quva's platform enables investors to communicate securely and confidentially with administrators or investment managers. Through encrypted channels, investors can ask questions and discuss concerns directly, ensuring privacy and peace of mind.
This feature enhances transparency and trust in the investment process.
On the Quva client portal, investors can receive email and portal notifications for any new documents and reports, ensuring prompt access to essential information. Administrators can also track whether the document has been opened and read, providing transparency and accountability.
This streamlined process enhances communication efficiency and strengthens trust between investors and administrators.
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Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.
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