Institutional Investors
Institutional global, multi-asset class investment management which spans traditional and alternative asset classes and strategies.
INSTITUTIONALClient Portal
As an accredited investors, you have access to a password-protected portal providing you a complete picture of your net worth while managing your day-to-day finances and keeping you on track to meet your wealth management goals. Additionally, the portal offers a secured file-sharing and storage vault, allowing you to share or access confidential documents with optimized security.
360 Wealth
A secure online service on Portanus Consulting Client Portal where you can view all your investments in one place.
Tracking
Track changes in your portfolio.
Manage and view your current month budget, spending and cash flow.
View a comprehensive Net Worth Statement.
Enhanced Online Security
Enhanced Online Security adds a layer of security allowing Portanus Consulting to better protect your assets and information.
Secure Document Exchange
Exchanging documents with your Financial Advisor through Portanus Consulting Client Portal is safe and secure.
