Portal cloud desktop is designed to offer all your online services in one compliance control panel.
Portal allows access to Complyport’s Core and tailored Special Services (Regulatory) applications, as well as Third-Party applications — all from one secure place with one password.
What is Portal?
Portal comes, as standard, with Complyport’s Core suite of compliance apps. This can then be supplemented by additional service offerings from Complyport, available as bolt-on packages, and a firm’s own third-party apps.
All can be accessed through the same single sign-on desktop, and the system is extendable and also customisation allowing it to adapt as your firm grows and changes.
How does Portal help?
Portal centralises and manages the disparate tasks of users by providing:
- Key management and operational information in one place
- Automation of routine low-level tasks
- Timely reminders and prompts for key actions, events or filings
- Accurate and compliant records and full audit trail
Portal comes populated with a standard Core suite of apps.