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.
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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.
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.“
Global head of Strategy and innovation
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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