Your Brand, Your Portal: Elevating Client Interactions with Smart Features

Advanced Features for Operational Excellence

Empowering Informed Decisions: Insights and Efficiency with Our Portal

Introducing our innovative Client Portal Application, designed to elevate your client interactions and streamline your business processes. This feature-rich portal is fully brandable, allowing you to tailor its interface to mirror your unique identity. The Smart Fact Find tool, gathers crucial client information to deliver seamless onboarding and ongoing client servicing.

Secure Document Sharing ensures confidential information remains protected but easily accessible. Docusign integration expedites document approvals, and Secure Messaging fosters private, client-centric communication. User Alerts facilitates timely notifications to stay on top of client interactions.

Clients can derive insights from their data, empowering informed decisions. Our portal’s responsive design ensures access from any device, complemented by Office 365 compatibility for efficient collaboration. Guided self-service setup eases navigation, and an orientation video familiarises clients with the platform. Manage registrations effortlessly through a control dashboard, and integrate the portal directly into your website for a seamless user experience. Gain insights into user behaviour through analytics, while a real-time data exchange with your Back Office ensures up-to-the-minute synchronisation. Embrace the future of client engagement and operational efficiency with our advanced Client Portal Application.

3 Steps to Break Free from Complexity and Excel

Arrange Your Demo

Let us show you how we are helping firms streamline their operations.

We'll Complete the Set-Up

We will go through an Onboarding process to link all the systems & data you need.

Watch Your Business Scale & Thrive

Create a feeling of excellence in your proposition for both your clients and staff.

Other Wealth Management Solutions

Facts & Figures

Total AUA of our customer base
Number of end users with a Contengo Login
firms with a login to Contengo applications

Why Choose Contengo


13 yearsExperience

We have been working in this industry for over 13 years and have delivered award winning products. Our combination of technical expertise and understanding of business has been called out and highly praised on multiple occasions.


Over 8,000 users log in to Contengo systems, overseeing £19bn in assets, with 650 provider firms accessing Contengo portals regularly. This has all been achieved in just three years because we have delivered on our promises and engendered the trust of our customers.

Our Promise

We guarantee working with Contengo will reap results for your business; we take full responsibility for leaving you with a working system. We will always work in the best interests of our customers.

Our Wealth Management Solutions Integrate with the Following Systems: