Avertis Group
Client Portal

Your mandate, in one place.

A single secure channel for reporting, documents and correspondence with the partners running your engagement.

Mandate reporting

Process status, counterparty activity and next steps, updated by the partner running your mandate.

Secure document exchange

Materials, term sheets and diligence packs shared inside the engagement rather than over email.

Access by invitation

Credentials are issued individually on engagement and reviewed at each mandate milestone.

Zurich · Málaga · Dubai

Sign in

Use the credentials issued to you by the firm.

Forgotten password

Two-factor authentication is required. A one-time code is sent to the number registered on your engagement.

Access is by invitation and issued on engagement. Clients, investors and asset owners wishing to discuss access may do so via Submit an Opportunity.

Unauthorised access is prohibited. All sessions are logged. Avertis Group provides strategic and transaction advisory services; the portal is not a trading, custody or account-management facility.