TrustQuay Portal

Delivering a personalised digital experience across the client journey by allowing your clients to securely access their information anywhere, anytime, on any device

TrustQuay Portal is our latest product that seamlessly connects clients with front-office and back-office processes alike bringing efficiency and service benefits across the board.

Contact us today to find out more


Keep in touch with your client - anytime, anywhere, any device


Maintain a unified approach on delivering success across the client journey


Enhance your operational efficiency wherever the touchpoints occur

TrustQuay Portal enables front-office, end-client digital engagement based on seamless integration with your middle- and back-office functions.

By combining TrustQuay Portal with our leading Ecosystem partners, your end clients will have a transformative, digital customer experience.

The TrustQuay Difference

Intuitive yet advanced, TrustQuay Portal works seamlessly with your existing client data to enable a digital end-client experience rapidly.

Designed for Digitalisation

Always on; always connected - prepare for digital transformation by empowering your clients digital life

Go beyond integration - the TrustQuay Portal offers a unique client view into our flagship administration products, TrustQuay 5Series and TrustQuay NavOne

Spend more time engaging with clients and less worrying about information silos

Connect experiences with process

Give your clients a single view by involving them in a unified view of their wealth structures common across all touchpoints

Create a cohesive and intuitive communication process based upon the latest technology

Immediately inform clients of changes or requirements

Flexibility where you need it

As part of the TrustQuay digital ecosystem, partner solutions are integrated into the portal

With a future-proof platform, the TrustQuay Portal can grow alongside your needs

Intuitive and configurable to suit any scale of operation

We’ve designed the TrustQuay Portal to reflect not just industry best practice, but to truly allow clients to feel engaged, informed and educated.

Adrian Akers
Global head of Strategy and innovation

Contact us to find out more

Key Features

With TrustQuay Portal you will benefit from a fully tailored client-facing system that joins front office to back office. Driven by the latest technology, you will gain access to

Friendly home page

View entity information

Integrated onboarding

Document downloads

Customisable form steps

Sharable invoices for faster payments


General information

Secure information structure

2-way messaging

Action requests

Full branding