Investor Client Portal
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.
Secure. Efficient. Compliant.
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
Secure Login
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.
Portfolio
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.
Investor Categorisation
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.
Documents
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.
Client Comms
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.
Update Reports
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.
Made by Investment Professionals for Investment Professionals
The team transforming alternative investments.
Behind every great product, is an even better team.
Meet the talented folk who have thought of, designed, and continue to develop Quva into the unparalleled solution it is today.
“The software development team at Quva have provided Maven with a bespoke Investment Platform that has streamlined the management of our Private Investor Network.
The Quva team worked closely with our project team to scope, develop and launch a custom-made software solution that has transformed the investment management, transaction and distribution process."
"We've had an exceptional experience partnering with Quva. Their collaborative approach and deep understanding of the early-stage space and investor requirements in our niche have been invaluable.
Quva adapted their platform seamlessly to align with our specific needs, resulting in a user-friendly, intuitively designed system that has garnered praise from our investors.
What truly sets Quva apart is their incredibly responsive customer success team, who have been instrumental in ensuring that the system not only meets but exceeds our workflow expectations. Quva's dedication to customer satisfaction is a real differentiator and has made them an indispensable partner for us."
Since the integration of Quva, our entire operational landscape has undergone a digital transformation.
From the automation of documents to a streamlined registration process incorporating the highest standards of AML/KYC compliance, our platform now stands as a secure and intelligent space for our investors, who can now seamlessly access exclusive opportunities and track performance.
Quva not only met our bespoke requirements but continues to collaborate closely with us, ensuring ongoing compliance, operational efficiency and operational resilience.
We wholeheartedly recommend Quva for their commitment to delivering and maintaining a top-level platform for both our business and our valued investor network."
“When Regional Housebuilder Homes by Carlton wanted to explore innovative ways to finance its growing residential development programme we turned to Quva to explore options.
We wanted to develop and launch an online investment platform that would allow experienced investors to invest and provide development loans to Homes by Carlton.
Our Project Team worked closely with the Quva Team to create and launch Carlton Bonds, an online investment platform that allows experienced investors to invest in a series of asset-backed bonds.
The platform provides Homes by Carlton with an innovative way to fund our growing pipeline of residential development projects."
The platform is fantastic and now an integral and paramount part of the business.”
Moreover, Quva's platform provides a secure and seamless experience for our investors, ensuring their trust and satisfaction.
Thanks to Quva, we've elevated our efficiency while enhancing investor accessibility - a partnership we value immensely."
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.
Simply fill out the form and of our digital transformation experts will be in touch.