Adaptive Portal

Adaptive Portal

  • Adaptive Portal is a component based client portal, that provides flexibility and agility so that information and insight can be delivered in an engaging way to users.
  • Adaptive Portal is built to provide exceptional user experiences.
  • Adaptive Portal uses leading edge technologies to future proof IT investments.
  • Adaptive Portal keeps pace with the changing behaviours of users  through delivery across devices.

The Adaptive Portal API is able to integrate into any number of data sources to provide access that extends the life of systems.

Whether you are integrating or optimising your legacy systems, or in need of solutions that will provide leading edge portal and workflow solutions, Adaptive Portal is designed for unique solutions with innovative technology that meet the demands of the financial services market.


Adaptive TechnologyAdaptive Technology

Adaptive web technology ensures that the screen display automatically and optimally adjusts to the device used by the end-user. Our responsive software is compatible with the main browsers, smartphones and tablets. This provides a consistent user experience across all devices, whilst saving on unnecessary additional development costs.

Workflow EngineWorkflow Engine

This powerful functionality dramatically reduces implementation time and cost of any new business process and allows for existing processes to be easily modified to meet new regulatory requirements, or simply to introduce new efficiencies. From the simplest Contact Us wizard to a more complex client on-boarding or asset selection journey, the workflow engine saves time and money for our clients.

Marketing PagesMarketing Pages

The marketing pages functionality allows freely designed HTML pages to be injected into the portal framework. This allows in-house design teams to create rich web content that can be combined with Adaptive Portal Apps, wizards and tools.

Role Based CustomisationsRole based views customisations

The system allows for customisation of layout, appearance and functionality, depending on the configuration of the user’s role. This means that you can tailor functionality for specific user groups (e.g. Investors, Advisers, and Administrators). You can even send personalised marketing information to your different users.

App based framework

The App based architecture allows individual users to add or remove apps and customise their portal using drag and drop to move apps around the screen. Users can quickly identify what features are available and are able to choose which ones they want to use.

AP_circle_1Apps within the Adaptive Portal are used to deliver various types of information and functionality. They can provide views of, and access to, third party systems or can be self-contained applications in themselves. Different Apps can be made available to defined types of users. Apps can also be activated for a specific time period. For instance, a marketing App containing an advertisement or announcement may be “pushed” to specific user groups or individuals for a limited time.

AP_circle_2Top level Apps are small summary-based controls, with little functionality, providing high level information and call-to-action buttons. Second level Apps are used to expand on Top Level Apps, and offer more information and more complex user interaction. Level Three Apps are Web Applications with rich functionality and are typically Single Page Applications, such as a new business process, attitude to risk process, top up, reporting etc.

AP_circle_3Apps can also be used to provide a refreshing new look to existing systems, financial accounts, management information, status tracking, calculators, educational tools and document repositories, as well as third party content such as video, messaging and specialist news feeds. This allows for cross-channel workflows, where processes or functions from multiple underlying systems or companies can be tied into a single user process.

Contact us if you would like to arrange a demonstration of Adaptive Portal.