taWeb solution is a single application platform for fund investment and administration that provides two distinct portals; distributor and retail. Intended for third-party administrators, fund managers, their distribution communities and direct investors, the portals deliver access to real-time, integrated data and services in a personalised environment – enhancing customer satisfaction and retention.
taWeb’s distributor portal offers operational efficiencies for distributors, providing a simple-to-use, self-service portal, to view and operate clients’ investment accounts across multiple management companies and back-office systems. For fund managers, the portal provides the ability to better track investor and distributor activity, whilst delivering targeted product messages.
The retail portal is designed to be intuitive and easy to use, with an engaging user experience that includes simple navigation, video content and secure messaging. Flexible configuration options include multi-organisation branding, multi-currency, cross-browser compatibility and multi-lingual system support.
Find out more today about how our taWeb solution can enhance your business.
- taWeb – (PDF 337.76KB)