Foreside Financial Group (Foreside), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, has launched Connect+, a newly redesigned and upgraded version of its client portal.
Connect+ brings together a comprehensive suite of technology solutions that pair with Foreside’s customised advisory services to improve the compliance function in vital areas such as personal account monitoring, workflow management, best execution review, delivery of education and training to staff, advertising and marketing review, cybersecurity, and ETF AP order management. Select solutions within Connect+ are capable of integrating with an advisor’s current portfolio management platform.
“We are excited to be able to enhance our clients’ experience with improved access through a single portal bringing together all of the solutions needed to integrate back office systems, increase efficiency, and ultimately streamline compliance, making it more cost effective,” said David Whitaker, President at Foreside. “This new platform will make it easier for Foreside clients to take advantage of our full array of technology solutions, while maintaining the high-touch approach that is the hallmark of our service and platform-based model.”
“Foreside is dedicated to delivering innovative services that not only meet current requirements but also anticipate emerging regulatory and marketplace developments,” says Sunil Panikkath, Chief Technology Officer at Foreside. “The responsive and streamlined design of Connect+ delivers an enhanced user experience for our clients, making the portal more intuitive and easy-to-navigate to accomplish business-critical tasks and access information.”