Able Assets Client Gateway

Able Assets Client Gateway is a secure platform designed for institutional investors to manage and oversee their wealth portfolios. Access comprehensive insights into your assets, submit advisory inquiries to our dedicated desks, and stay aligned with vital governance protocols directly from your device.

Features
Dashboard: Review portfolio value, pending requests, documents to review, and your risk score.
Custody & Portfolio: Track total portfolio value, individual asset holdings, and your activity timeline.
Services: Browse offerings spanning custody, advisory, compliance, and risk assurance.
Advisory Requests: Submit new advisory inquiries and track the status of current and past requests.
Governance Library: Read and acknowledge critical compliance and policy documents.
Risk & Assurance Monitor: Monitor key risk indicators across market, credit, operational, and liquidity dimensions.
Notices: Read important operational, compliance, market, and system updates.