Investment Portal
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Investment portal
Wellkins Portals are designed to provide clients with secure online access to fund data and/or documents. This is not hugely different to the typical website experience that can already aid in personalizing the experience by providing the user with the most relevant content depending on their role and geographical location. Whereas a public-facing website uses the attestation filter to profile the user, a portal is more secure and personalized, and the user will log in securely to access any content that typically includes marketing material, documents or fund portfolio performance data and insights. This is an elegant way to provide secure, restricted, and custom-filtered dynamic content to entitled users.
The Wellkins Capital Investment Portal, provides you with easy and secure access to your investment portfolio and transaction details.
It gives you up-to-date performance information, and allows you to download account statements and forms.
Upon becoming a Wellkins Capital client you will be given a secure login to your online portal, which you can access through our website, here.
