New Client Portal with Portfolio View

New Client Portal with Portfolio View

Our new and expanded Client Portal is now live! 

Today we are launching our new Client Portal which replaces the old Issuer Centre. You can now access your register and run reports in a more user-friendly and efficient environment.

The most important update gives you access to all your company registers from the one ‘portfolio’ account. This means you no longer have to sign in to each register individually, saving you time and the hassle of managing multiple accounts.

Please check your email for your special sign in link or contact your client manager to get set up.

New Client Portal: Sign in here.

ADVANTAGES OF THE CLIENT PORTAL

  • One portfolio style account to access all your companies.
  • Run unlimited reports as you need them. 
  • Receive reports in either Excel or PDF format.
  • View top shareholders with one click. 
  • Instant search shows holders as you type. 
  • Distribution graphs give a quick overview of your register.
  • Easily view director holdings.
  • Considerably faster website.
  • Safe and secure access to your data.
  • New features added as requested.

This is the first update of many planned improvements to make managing your register easier and stress-free. 

Please get in contact with Keiran Baker or another member of the team to share your feedback and let us know what further improvements or features you would like added to the portal.