As private markets continue to attract a growing number of private investors, Ardian has responded by enhancing its client service model with innovative digital tools, most notably, the Trustview Ardian portal. This platform is at the heart of our strategy to deliver transparency, efficiency, and a premium experience to private clients.
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Nearly 1,900 LPs
given access to Trustview
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Around 300k
visits per year
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15,000 users
invited since inception
Using technology to foster client relationships
Ardian’s approach to technology focuses on fostering connection while complementing human interaction. The Trustview portal provides LPs with a consolidated, real-time overview of their entire portfolio with Ardian, enabling more informed and meaningful conversations about asset allocation and investment strategy.
While digital tools like Trustview Ardian are central to our investment solutions, technology is used to enhance—not replace—the human element. Our Investor Relations team remains readily available to address client questions and provide tailored advice, ensuring that the personal dimension of the LP relationship is never lost.
Since its implementation, Trustview has been co-constructed with our investors. We regularly conduct review sessions with them to define the features to be developed and implemented, and we actively seek their feedback to ensure the platform evolves in line with their needs. It is thanks to this collaborative approach that we have introduced key innovations such as the portfolio simulation module, enabling investors to assess potential investment impacts on their portfolio.
The power of digitalization
The launch of Trustview Ardian, 6 years ago, marked a significant milestone in Ardian’s digital transformation journey. Our Investor Portal covers the entire LP relationship lifecycle, from staying informed with the latest news, to accessing due diligence materials, subscribing to funds online, accessing your investment documentation, and tracking performance through an intuitive reporting dashboard.
As Ardian’s investor base grows, these digital efficiencies are crucial for maintaining high service standards while scaling operations.
Trustview Ardian is the perfect example of how we are using digital technology to become more efficient and better serve our LPs, placing their needs at the heart of our digital transformation.
Continuing the journey: advancing technology with AI
Our commitment to digitalization, exemplified by the Trustview platform, underscores our dedication to staying at the forefront of technological innovation.
We are actively looking at market practices with regular benchmarks and listening to our LPs’ needs to enhance our platform. Recently we expanded Trustview’s capabilities by adding a portfolio simulation module, digitalizing the legal consultations process and adding more features to the onboarding process to further support our LPs.
Through these initiatives, Ardian is setting a new standard for transparency and efficiency, now integrating Artificial Intelligence into our processes to enhance the premium experience we deliver to our LPs.
