NABIX CLIENT
Client portal with identification and onboarding features
What challenges do we address
Challenges in investment management
The client portal provides full access to detailed investment portfolio information. The system allows users to easily review performance, convert returns into various currencies, and track changes in portfolio value.
Inconvenience in submitting requests and updating data
The client portal simplifies the submission of requests for opening and closing brokerage accounts, buying and selling securities, and updating personal information. All actions can be completed through an intuitive interface.
Lack of prompt communication
Clients receive all important notifications and updates directly in their personal account, with the option to contact their dedicated manager for support.
Low level of data security
The system supports two-factor authentication and allows users to manage their data, including changing passwords and adding bank details in multiple currencies.
Difficulties in accessing reports and documents
NABIX Client delivers a comprehensive electronic document management solution, offering seamless access to essential documents, fund reports, and detailed product information.
As a result, you will receive
The personal account enables clients to efficiently and conveniently manage their investments, including portfolio status review, buying and selling products, and performance analysis across multiple currencies.
The system significantly simplifies the process of submitting requests for account openings/closures, updating personal data, and qualification checks, saving clients time and reducing the likelihood of errors.
Clients receive timely notifications and can easily connect with their dedicated manager for personalized assistance.
Two-factor authentication and robust personal data management capabilities ensure a high level of security and control over access to sensitive information
The personal account enables clients to access essential documents and reports, effectively manage their investments, and engage with the company efficiently, ensuring a streamlined and professional experience.
Let's Talk
Contact us, and we will provide detailed information about our products and services