Professional and client portals
by Seccl · Wealth and investment platforms · Bath, United Kingdom
Portals for advisers and end clients
What Professional and client portals does
- Create advisory or discretionary models
- Client portal
- View portfolio performance and basic reporting
- Edit model portfolios
- Use built-in multi-factor authentication
- Track MI through embedded data dashboards
- Generate and store illustrations, valuations, tax packs and regulatory docs
- Create and manage investment accounts and tax wrappers
What Professional and client portals is used for
- Onboard and manage clients
- Generate and store illustrations, valuations and tax packs
- Track management information through embedded dashboards
- Instruct and track client transfers
- Make contributions and withdrawals
Who Professional and client portals is for
- Wealth and investment managers
About Seccl
Embedded investment platform providing accounts, custody, trading, payments and portals via API.
Seccl in the vendor registry: its products, features and similar vendors.
Also by Seccl
- Investment Infrastructure Platform: API-first embedded investment suite providing accounts, custody, trading, payments, onboarding, reporting and portals.
- Professional Portals: Pre-built adviser and client portals for launching investment platforms instantly.
- Developer API: Comprehensive REST API and developer tools for building custom embedded investment experiences.
- Digital pensions: Pension wrapper infrastructure for propositions
- Custody: Custody through FCA-regulated Seccl Custody Limited
- Payments and trading: Trading and cash movement services
More in this category: Wealth management and investment platforms.
Weighing up Professional and client portals? Create a free procurement account to run the question as a procurement: Seccl and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.