Personal dashboard
Summary of membership, financial and document status.
Member Portal
More autonomy for members. More efficiency for the institution.
A secure area to view membership status, financial obligations, documents, events and notifications.
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Membership statusActive member87%
03Invoices12Receipts06Documents
Digital experience
Information and services available when members need them
Invoices and dues
View charges, periods, values, statuses and due dates.
Receipts
Access receipt history and financial documents.
Events
Calendar, details and documents for institutional activities.
Documents
Submit and view documents while tracking approval.
Notifications
Financial, document, institutional and access alerts.
Data updates
Request profile changes through a controlled workflow.
Access security
Temporary password, mandatory change and protected recovery.
For members
Closeness, transparency and autonomy
- Fast access to personal information
- Visibility of financial status
- Fewer visits and email requests
- Centralised document history
- Direct institutional communication
For the institution
Less repetitive service, more operational focus
- Fewer manual requests
- Structured data and requests
- Recorded approval workflows
- Communication with history
- Better member experience
Give your members a more complete digital experience
Talk to us to learn about the Member Portal and its connected administrative workflows.
Talk to us