ISEC SECURA Client Web
Follow investments in real-time
Get standardized, real-time updates on your investments, including transactional history and defined documents, with our white-label SaaS solution!
With functionality to support both real-time updates of holdings and documents as well as order placement and confirmation, SECURA Client Web provides our clients with a means to digitize the client journey in a secure way.
A comprehensive SaaS solution for investment management
The ISEC SECURA Client Web is a standardized web-based SaaS solution aimed at providing a clear overview for retail and/or institutional clients of their investments in relevant saving accounts. The solution is built with a responsive and user-friendly design, while its modern architecture enables graphics and color schemes to be aligned with client requirements.
The solution also provides for standardized order handling, like the placement of subscriptions, redemptions, and switches in either shares or nominal, with direct updates when confirmation is in place.
Being fully integrated with both SECURA Portfolio and SECURA Fund, all communication between the SECURA Client Web and the underlying SECURA Platform is utilizes standard REST API technology. Seamless and secure integration ensures an efficient solution with a short time-to-market.
Benefits
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