NordWealth
Investment Reporting Platform
A secure, web-based investment reporting platform.
NordWealth helps increase investor engagement while reducing advisor costs, offering a consolidated view for advisors and a detailed investment breakdown for investors.
The platform combines two integrated systems:
an online reporting dashboard and,
a secure document repository.
Why it’s a great option
Work smarter
Access real-time, consolidated investment views that help investors and advisors make faster, more informed decisions.
Always on
As a web-based platform, NordWealth is available anytime, anywhere - perfect for remote teams and on-the-go access.
Faster service
Process transactions instantly with built-in tools that support quick, client-ready service - no delays, no bottlenecks.
Stay ahead
Create detailed reports and insights to keep clients informed and your portfolio management proactive.
Built on trust
Powered by Microsoft technologies and fully compliant with UK and EU data privacy laws, NordWealth delivers secure, enterprise-grade protection and reliability.
Key features
Dashboard
A quick view of all of your investment profiles. Investors and advisors each have their own personalised view.
Reporting
Easily view data and analyse investment performance with built-in reporting tools.
Admin view
Admins can access all users, register new users, and manage documents on the platform.
Advisor view
Advisors can see a full list of their clients, including detailed investment info, transactions, and debit order data.
Investor view
Investors have a simple, clear dashboard showing their investment profiles and activity.
Client management
Advisors can filter and manage clients, with full access to client info and investment history.
User profile management
Create and manage user accounts. Access levels depend on the user's role.
Broker profile management
Keep a list of all brokers registered on the platform with up-to-date details.
Online transacting
NordWealth supports instant transactions, allowing quick and efficient service requests.
Transaction tracking
Every transaction is recorded, including details of changes, dates, and user activity.
White-labelling
Customise the system to match your brand design and identity.
Letter generation
Automated emails using custom templates - set up by developers for smooth delivery (e.g. registration confirmations).
Document repository (NDOCBOX)
A shared storage space where approved users can download required forms directly.
Investor onboarding
A secure, guided process that captures personal and KYC details - making onboarding easy from start to first investment.