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InvestSense Portal Overview

The InvestSense Portal is a financial services platform designed to support investment management and portfolio analysis. The platform primarily serves as an interface between InvestSense and our clients, financial advisers, operating as a B2B solution rather than a direct-to-consumer platform.

Key User Types​

1. Financial Advisers & Support Staff​

Financial Advisers are the primary users of the portal. They have read-only access to:

  • Access portfolio information and investment data.
  • View performance reports and portfolio updates.
  • Access portfolio holdings and analysis tools.
  • They have no specific workflow and are free to access any available information.

2. Fund Managers​

Fund Managers use the portal to provide data and documents related to their funds. Their access is limited to their own company's information. They are responsible for uploading:

  • Presentations
  • FSC IMQ documents
  • Fund holdings
  • Fund fees
  • Fund PDS (Product Disclosure Statement)

3. InvestSense Staff​

InvestSense staff have full administrative access to the portal, which allows them to:

  • Manage user permissions and access.
  • Upload and manage content.
  • Access all CMS functionality.
  • Monitor system usage and audit trails.

Core Features​

Portfolio Management​

This is the main area for financial advisers. It includes:

  • Portfolio Overview: Basic information about portfolio objectives and composition. PDF fact sheets can be downloaded.
  • Portfolio Updates: Blog-style updates about portfolio changes and the rationale behind them.
  • Performance Reports: Monthly PDF reports and data on portfolio performance and market analysis.
  • Portfolio Holdings: Details of current investment positions and allocations.
  • Why It's in the Portfolio: Detailed summaries of individual investments.
  • Portfolio Expenses: Information on the fee structure and costs.
  • SOA Information: Mostly static content related to the Statement of Advice.

Fund Manager Portal​

A dedicated section for Fund Managers to upload and manage their documents.

  • Dashboard Overview: A status-based view of required document submissions (Green for up-to-date, Red for needing updates).
  • Document Upload: Sections for Presentations, FSC/IMQ Documents, Fund Holdings, Fund Fees, and Fund PDS.

Staff Room​

The administrative backend for InvestSense staff. Key areas include:

  • User Management: Approve and manage user accounts, assign companies and portfolios, and manage trial periods.
  • CMS Section: Manage company profiles, create and configure portfolios, and publish portfolio updates.
  • Data Sources Management: Manage the investment database, asset details, and other investment metadata.
  • Fund Manager Meetings: Integrated system for tracking and summarising meetings with fund managers.
  • Meeting Tracker: Tools for tracking investment exposure and client allocations.
  • Document Repository: Central storage for various documents like FSC, PDS, and pitch decks.
  • Upload Center: For bulk uploading of documents like performance reports and holdings data.
  • Audit Trail: Monitor user activity and system usage.

Content Management​

The portal allows for the management of:

  • Blog posts and market insights.
  • Performance reports.
  • Portfolio fact sheets.
  • Educational content.

Data Visualisation​

The portal provides various tools to visualise data, including:

  • Interactive performance charts.
  • Holdings analysis.
  • Asset allocation views.
  • Portfolio lookthrough functionality.

Access and Authentication​

  • Self-Registration: Users can register for an account through the portal.
  • Approval Process: InvestSense staff must approve all new registrations.
  • Access Levels: Access is determined by a user's company affiliation.
  • Trial Periods: Temporary access can be granted via a trial period, with automatic notifications before expiration.