Bringing you live news and features since 2006 

Portolani enhances client communication services with InvestCloud


Portolani, an independent family office based in Belgium, has selected the InvestCloud digital document portal to enhance client communication capabilities and improve their overall digital client experience.  

The launch of the portal is also a growth celebration of Portolani’s 10-year anniversary and a major enhancement to the overall Portolani platform. 
Portolani serves high net worth and ultra-high net worth clientele with world-class investment management and financial planning capabilities. The family office offering supports wealthy families by lifting-out the financial complexities of managing multi-generational estates including bill payments, asset allocation, risk management, and estate planning. Portolani’s growth strategy to create deeper client relationships through the client’s communication channel of choice is quickly implemented by leveraging the InvestCloud Digital Applet Store, specifically the suite of document management and reporting capabilities.
The traditional paper approach to communicating with clients and their many generational relationships and financial partners on a paper-drive quarterly basis is no longer acceptable for most investors, especially the younger generational heirs. Portolani’s approach with InvestCloud leverages the InvestCloud global digital warehouse so Portolani clients can communicate and access family and relationship documents globally in a secure, intuitive, Portolani branded portal without requiring the client to sign into an external document site. The InvestCloud integrated applet platform provides advisers and institutions an integrated experience with over 150 core applets fully customizable and unique to each client. The integrated digital applet platform brings portfolio analytics, market research, client relationships, and middle/back office capabilities into an integrated holistic experience for improved client communications, client management, and client automation.
Jan Langenus, Partner, Portolani, says: “We have been experiencing an increasing demand from our clients for technology solutions that address ease of communications and the InvestCloud document management applets will help us achieve this. Similarly, as a high net worth advisory firm, we need to know that we can access and react to information instantly, creating better value and greater efficiency for our customers. We’ve partnered with InvestCloud to help us retain clients and grow assets in the digital age.
Will Bailey, Executive Vice President, General Manager of Europe, says: “Portolani was looking for a solution that enhanced the integrity, quality, and security of its service and I am thrilled that they made the decision to partner with InvestCloud and our digital applet platform. High quality firms like Portolani are great partners and align well with our culture and corporate vision for quality and innovation as we expand our presence in the European market.

Latest News

HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..
VanEck has reached USD10 billion in assets under management in Europe for the first time in April 2024...
Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according to a benchmark study published..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by