Your institution's own investment office
The client area extends the Virtual Office to your real portfolios and documents, in a reserved environment for your authorised users.
What changes when you become a client
| Public demo | Client area | |
|---|---|---|
| Access | Open, demonstration roles | Personal accounts for your authorised users, with roles (bursar, committee member, adviser) |
| Institutions & portfolios | Three fictitious institutions | Your institution, your holdings, your IPS limits |
| Positions | Synthetic portfolios | Your positions, uploaded as a CSV export from your bank or custodian, with allocation and concentration dashboard |
| Documents | — | Private document vault for statements, IPS, mandates, minutes and reports |
| Analysis | Full tool set on demo data | Optimisation, stress tests and alignment checks on your portfolio, prepared with the Institute; market-data sources agreed at onboarding |
| Committee work | Exportable demo dossier | Dossiers, decisions and audit trail kept for your committee |
| Data separation | Stored only in your browser | Each institution's data isolated from every other client |
From first conversation to first committee
Request
Tell us about your institution and what you need.
Dialogue
An introductory meeting, in person in Castel Gandolfo or online, to define scope.
Set-up
Agreement, data protection terms, users and roles; your portfolio and IPS are loaded.
Your office
Authorised users sign in to the client area and work with the agents.
Request client access
Complete the form and the Institute will contact you to arrange an introductory dialogue. Please do not upload portfolio documents here: secure upload is available inside the client area once your institution is set up.
The Virtual Office supports governance, research and committee preparation. It is not regulated investment advice, portfolio management or financial intermediation.
Try the public demo first