Self-Service Customer Portal for Brokerage ClientsGato gPortal is a self-service portal for approved brokerage clients. They sign in to see balances and activity, and to move funds by ACH. It all happens in one secure place. gPortal also works with Gato gFlow and Gato gView, so the client experience stays joined up.
Email and password authentication with two-factor (OTP) verification keeps every client session protected.
Equity, balances, and account type at a glance.
Activity history straight from the back office. Search and filter it fast.
Deposit and withdraw funds. Plaid handles review and confirmation.
See your details on file. Ask for changes, and we approve them.
Alerts sent from the back office. Clients can search, filter, and export them.
Clients help themselves. Support load stays flat as the client base grows.
Clients get read-only access. They see what they need, and nothing can be changed.
Put your brand on it. The security and compliance stay ours.
Walk through gPortal with our team on a live environment using your workflows, venues, and reporting obligations.
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Guides covering the regulations and workflows this module handles.
gPortal is the client-facing front end of the suite: statements and confirms, documents and tax forms, account activity, transfers, and self-service profile management, in one branded portal.
Client servicing volume is largely a function of what clients cannot see. When statements arrive by email, transfer status is opaque, and a form change requires a phone call, the operations team absorbs the difference. gPortal exposes the firm's own records — the same account, position, transaction, and document data the back office works from — to the client directly, with entitlements controlling who sees what, and every self-service action written back to the same audit trail as an internally keyed change.
Client servicing volume is largely a function of what clients cannot see. When statements arrive by email, transfer status is opaque, and a form change requires a phone call, the operations team absorbs the difference in inbound contacts.
gPortal exposes the records the back office already works from, with entitlements controlling who sees what. Because self-service changes land in the same audit trail as internally keyed ones, giving clients more control does not cost the firm supervisory visibility.
View positions, balances, and activity; download statements, confirms, and tax documents; initiate and track ACH and wire transfers; update profile and contact details; and complete outstanding document requests.
Yes. Branding, navigation, enabled features, and available document types are configured per firm, and the portal can be surfaced under the firm's own domain.
Users can be entitled across multiple accounts with role-based permissions, so an advisor, an entity signatory, and an individual client each see the accounts and actions appropriate to them.
No. It can be deployed against existing account, position, and document sources, though firms running gFlow, gView, and gNexus alongside it get client-visible data without a synchronisation layer in between.
Yes. The portal is served under the firm's domain with its branding, and single sign-on can be federated against an existing identity provider so clients keep one set of credentials.
Firms deploying it typically see fewer inbound requests for statements, tax forms, and transfer status, because those are the three questions clients ask most and the three the portal answers without a person.
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