Improve client experience with investor dashboards
STP Investor Dashboard
STP’s powerful Investor Services Dashboard is an advanced platform designed to provide clients with seamless, cloud-based access to detailed account-level information. This dashboard offers a user-friendly experience that helps investors make more informed decisions with ease, providing a comprehensive view of their portfolios and investments at any time.
Our Investor Services Dashboard is equipped with a wide range of powerful features, including:
- White-label views to ensure consistent brand exposure
- Current market value
- Inception-to-date performance
- Monthly change in net performance
- Asset allocation charts and breakout
- Graphs with summary view of income and performance (both net and gross)
- MTD, QTD, Year-To-Date, Three-Year & Inception-To-Date Return Information
Investor Portal
Document Retrieval
STP’s Investor Dashboard contains a document repository that securely exposes all client statement and reports.
The document repository features include:
- Automated approval workflows to release client statements
- Configure document categories for easy access
- Single and bulk download options
- Unlimited data retention for audit risk reduction
- Mobile-friendly interface to support IOS and Android viewing
