The Adviser Portal brings together the thinking, flexibility, and support behind InvestSense, all in one place. Designed to simplify how advisers work, it helps you stay informed, save time and communicate with confidence — all without the back and forth.
Access to holdings-based data, performance and reasons behind each investment decisions in three clicks.
You are always notified about portfolio changes and why, so you're prepared for the next client conversation.
For bespoke portfolios, reports carry your brand, not ours, helping you deliver a more consistent client experience.
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Turn technical content into clear, client-friendly explanations in moments.
Explore asset classes to identify undervalued opportunities and forward-looking risks.
Access educational material and market updates to help you guide client conversations.
• Only see the portfolios relevant to your clients
• Ability to customise client material in your brand
• Speeds up reporting for client meetings
• Explains portfolio decisions clearly, not just what changed, but why
• Continuously evolves based on adviser feedback
We'd love to show you how our tools can take the stress out of conversations.
