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BHENITO

Bhenito Services

Bhenito Digital Platform

The digital layer of the Bhenito client experience — Client Portal, opportunity inventory, research tools and partner pathways. Modules keep honest Available / In development / Planned / By invitation labels.

Available
Access the Client PortalView Platform Status

The challenge

Clients expect digital clarity for documents, progress and portfolio information.

The website is the public entry point into a wider investment ecosystem. The Client Portal operationalises shortlist, documents, portfolio health and relationship workflows; public surfaces cover opportunities, intelligence and discovery tools.

Services in this division

Each service has a defined audience, process and conversion path. Availability is labelled honestly.

  1. 01

    Client Dashboard

    Available

    Secure relationship overview — shortlist, documents, priority actions and booking pathways.

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  2. 02

    Opportunity Marketplace

    Available

    Curated opportunity inventory with filters, natural-language search, compare and diligence microsites.

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  3. 03

    Digital Investor Onboarding

    Available

    Guided educational onboarding checklist plus portal document vault and adviser coordination.

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  4. 04

    Document Vault

    Available

    Secure document access for authorised client materials, with RBAC-scoped Document Q&A over approved excerpts.

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  5. 05

    Portfolio Dashboard

    Available

    Portfolio Health Checker live for concentration flags, plus an educational review readiness builder — fuller income/valuation views expanding.

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  6. 06

    Investment Alerts

    Available

    Preference preview plus live shortlist and email/Contact pathways — in-app push not yet available.

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  7. 07

    Research Library

    Available

    Public Intelligence Centre plus gated pack request shortlist — research-room shell soft-fails empty until staff assign invitations.

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  8. 08

    Adviser Booking

    Available

    Educational consultation prep pack plus Contact pathways — optional public calendar when NEXT_PUBLIC_BOOKING_URL is set; otherwise assisted booking.

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  9. 09

    Partnership Portal

    Available

    Partner workspace plus deal-room readiness pack; staff can assign invitation metadata; signed-in shell lists assigned rooms only.

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