• Your clients would like to be able to monitor the positions they hold in other banks.
  • Knowing the whole portfolio would allow you to adjust your strategy for better performance.
  • Your clients would like to compare fees and commissions from their custodian banks.
  • You are not afraid of transparency and would like to highlight the quality of your services.

We offer two types of partnerships with banks that want to offer our services to their clients.

  • A White Label partnership will allow you to offer all the services and functionality of PortfolioNet ™ to your clients under your own brand and on your own terms.
  • A business generator partnership will allow you to offer a powerful and independent solution to your clients without having to manage this aspect of the relationship in the future.

You can find here more information on our White Label solution.

Or contact us directly.