Our ClientConnect™ platform is a special extension of the data output architecture of FundNavigator™. Every report and its associated data generated on FundNavigator™ is accessible via programmable interfaces (APIs). Users on FundNavigator™ generate and then release report content directly to ClientConnect™'s cloud-based data source as part of their post-compliance operations. The API ensures that the displayed content in ClientConnect™ is exactly the same as the content in their conventional PDF/Word reports (eg. fact sheet content) generated on FundNavigator™. This level of integration ensures that marketing and other investor content remain synchronised without the need for manual alignment.

ClientConnect™ is available on all leading mobile platforms and can be tailored to the specific needs and visualisation specifications of the fund manager.

ClientConnect™ can be integrated with custom user authentication or with in-house authentication architectures.

ClientConnect™ is built on the mobile architecture stack using HTML5, JavaScript & CSS technologies.

Mobile Platforms:
iOS, Android, Windows Mobile

Cloud Architecture:
Client's in-house web platform, Amazon WebServices, Microsoft Azure, GitHub Enterprise.

API Format:
JSON, XML and CSV

API Architecture:
Microsoft IIS ISAPI Web-Services (for REST based API)

ClientConnect™’s visual presentation takes advantage of the mobile device's touch, pinch-zoom and scrolling interactions to allow end-users to interact richly with complex investment graphs, presentation animations and time-series data.

Selected content can be presented with gradual drill-through capabilities, sensible filters (to remove presentation clutter) and tab-based data categorisation to reduce context overload for end-users.

Use the mobile devices’ push notification system to alert your clients of up-coming events, highlights, announcements and actions they need to carry out. Push notifications are a very effective way of keeping clients engaged with your product proposition and your presence in the market.

Note: This feature is only available for implementations that integrate with custom or in-house authentication architectures.

Gain insight from your mobile users’ usage of ClientConnect™ by analysing data of frequency of interest in funds or in products presented on ClientConnect™. Information on usage behaviour will give you enhanced understanding of how best to position your fund marketing and investments communcation efforts.

Other examples of tracked data: push notifications most responded to, most viewed announcements, uptake on events and voting buttons.