Digital Client Engagement for Wealth Managers
Create
across all custodian banks.
Uniport Asset is your white-label client portal: A secure and highly personalized digital business card for contemporary wealth management.
Satisfied Customers
"Our customers love our new client portal. For the first time, they can view their consolidated portfolio across multiple custodian banks."
"Inventage provided competent advice on all necessary activities - from initial project ideas to security aspects and operation in a public cloud."
Want to learn more?
Get in touch nowA Strategic Touchpoint for Your Brand
As a wealth manager, you face the challenge of meeting growing client demands for digital availability and security, while your brand fades when using custodian bank portals.
Strengthen Your Brand
A digital presence in your own corporate design – consistent across all touchpoints, independent of the custodian bank.
Create Transparency
Provides clients with a consolidated wealth overview – clear, understandable, and always available.
Personal Proximity
Enables discreet and secure exchange between advisor and client, without media breaks.
Focus on the Essentials: Core Functions for Your Digital Strategy
Consolidated Transparency
Provide your clients with an intuitive overall view of assets across all custodian banks. No more fragmented Excel spreadsheets, but clear, up-to-date truth.
- Aggregation of all assets
- Real-time performance analysis
- Intuitive graphics and charts
Efficiency through Self-Service
Drastically reduce administrative effort. Clients can securely retrieve relevant documents at any time.
- 24/7 access to documents
- Automatic upload of reports
- Secure document archive
Mobile Access
You offer your clients a consistently flexible usage experience. All functions are identically available in the browser and native app, meeting the same security standards.
- Same functions in web and app
- High security on all platforms
- Immediate updates without app store dependency
Extended Services in Portal
You bundle all services in the client portal. Your clients access relevant information centrally, without switching environments.
- CRM data directly visible in portal
- Newsletter content seamlessly embedded
- Consistent user experience in the same frontend
Proactive Notifications
Stay in your clients' minds. Automatically inform about important events and updates.
- Automated alerts
- Personalized news feeds
- Multi-channel support
Usage Insights
Understand how your clients use the portal. Privacy-compliant analytics for better decisions.
- Privacy-friendly analysis
- Meaningful behavioral data
- Full data sovereignty in your infrastructure
Technology You Can Trust
Swiss Made
Developed and hosted in Switzerland. Highest standards in data protection and security.
Security & Privacy
State-of-the-art encryption and secure data centers in Switzerland protect your data.
Modular Architecture
Flexibly extensible – grow with your requirements.
Multi-Device Support
Optimal user experience on desktop, tablet and smartphone.
Your Partner for Digital Wealth Management
Uniport Asset was developed by Inventage – an owner-managed Swiss software company with over 25 years of experience in developing financial software for banks and wealth managers.
Get to know us
Learn more about Inventage and our passion for innovative financial software.
From Idea to MVP in Just 3 Months
We take you by the hand and guide you through the entire digitalization process – from configuration to operation.
Getting to Know Each Other
We define goals, customer requirements, and integration points in an initial workshop.
What happens in this phase?
Requirements Analysis
Together we analyze your specific requirements and the needs of your clients. We capture which functions are essential for your business model.
Goal Setting & KPIs
We define clear, measurable goals for your client portal. Which metrics are important? How do we measure the success of digitalization?
Stakeholder Mapping
We identify all relevant stakeholders – from your end clients to internal teams, external partners and custodian banks.
Technical Integration Points
Analysis of your existing system landscape: Which interfaces already exist? Which data sources need to be connected?
Planning Together
We identify quick wins and define a lean MVP for a fast start.
What happens in this phase?
MVP Definition
Together we define the core functionality for your Minimum Viable Product. Which features bring the greatest value to your clients?
Feature Prioritization
Not everything needs to be implemented immediately. We prioritize features by business value and technical complexity – for maximum impact with minimum effort.
Technical Architecture
Our experts design the technical architecture: Which systems will be integrated? How do we ensure scalability and security?
Roadmap & Milestones
We create a clear roadmap with defined milestones. So you always know where we stand and what comes next.
Implementation
Go-live of your white-label portal in just 3 months after project start.
What happens in this phase?
Agile Development
In short sprints we develop your portal iteratively. You receive regular updates and can provide feedback at any time – keeping the project on track.
Continuous Integration
We connect your systems step by step: custodian banks, portfolio management systems, CRM. Each integration is carefully tested.
Testing & Quality Assurance
Comprehensive testing ensures everything works smoothly: functional tests, performance tests, security tests and user acceptance tests.
Go-Live Preparation
We prepare the launch: training for your team, documentation, rollout strategy and support structures for a successful start.
Operate and Optimize
Operation and joint further development of the client portal based on real usage.
What happens in this phase?
Operations
On request, we take over the secure and reliable operation of your portal: hosting, monitoring and backups.
Monitoring & Analytics
We monitor performance and user behavior. Which features are being used? Where is there optimization potential?
Feature Extensions
New requirements? No problem. We continuously develop the portal further and add new functions that delight your clients.
Long-term Support
We remain your partner: technical support, regular updates, security patches and consulting for future developments.
Ready for the Next Step?
We would be happy to show you how Uniport Asset strengthens your brand, increases transparency, and future-proofs your client relationships.
