Multrees Investor Services Goes Live with Digital Keystone’s Adaptive Portal

 26 November 2015

Digital Keystone's State-of-the-Art Customer Experience Platform Powers the Multrees Compass

Digital Keystone, a leading provider of financial services software, is pleased to announce that Multrees Investor Services (Multrees) has successfully implemented the Adaptive Portal to enhance the existing functionality available in the Compass platform and support the delivery of services fully aligned with its clients' digital strategies.

With one single sign-on, Multrees Compass provides a range of functionality and a suite of integrated self-service solutions including global custody, portfolio modelling, order management, multi-level business intelligence reporting and analytics. The technology is device agnostic and runs smoothly across PC, Smartphone and Tablet.

"As Multrees continues to grow, we need sophisticated and secure technology to enhance our customer experience" said Chris Fisher, CEO of Multrees. "Digital Keystone is an industry specialist and their Adaptive Portal is a great solution. It's user-friendly, flexible and allows for rapid implementation of new functionality."

"The Adaptive Portal is a game-changer for financial services companies with ambitious digital transformation plans," said Ihab El-Saie, Managing Director of Digital Keystone "Multrees has an exciting and forward thinking vision and we look forward to working with them to help the firm deliver the highest levels of service to their clients."

The Adaptive Portal enables financial services companies to improve their online channels, enhance customer experiences, and create clear, simple and intuitive user journeys for PC, Smartphone and Tablet. The software provides elegant and intuitive user-interfaces to present financial information and functionality, together with a framework for integrating underlying and third party systems and digital content.