Case Study: Multrees Investor Services achieves a secure, unified digital client portal and faster white‑label app delivery with Dunstan Thomas

Multrees looks to Digital Keystone’s Adaptive Portal to provide highly secure online client servicing offering

Multrees Investor Services, a leading investor services provider with over £9bn assets under administration, needed to modernise and secure six disparate online tools (custody & portfolio accounting, tax and reporting, order management, BI and enquiries) that each used separate logins and legacy interfaces. To solve slow client adoption, high help‑desk volumes and the desire to offer white‑label portals to its wealth manager clients, Multrees selected Dunstan Thomas using Digital Keystone’s Adaptive Portal platform to deliver a highly secure, single‑sign‑on client servicing solution and a development licence for bespoke portal builds.

Dunstan Thomas implemented Adaptive Portal to create Multrees Compass, consolidating all six services into one secure portal with Microsoft Active Directory SSO, enhanced permission controls and regulator‑ready reporting. Delivered in under four months, Compass drove rapid client adoption, enabled self‑service that cut overheads and operational risk, and unlocked a library of app templates (some 20 apps already deployed) so Multrees can build branded customer portals in days rather than weeks—improving client engagement, easing paperwork and supporting scalable growth.

Multrees Investor Services

Yvonne Clough

Head of Risk