Highlights

Turnkey Client Portal

Enhance your brand with your most important asset - your client!.

Turnkey Client Portal

  • Investment articles
  • Market commentary
  • Videos
  • Branded colors and logos

Enrich the client experience

Give clients access to their accounts and investments using the same information that the advisor sees.

Enrich the client experience

  • Household views
  • Account groupings
  • Held-Away accounts
  • Consolidate multiple accounting systems

Go Beyond the Benchmark

By providing analytics and timely information through portal communication.

Go Beyond the Benchmark

  • Performance reporting
  • Statements
  • Account specific documents
  • Messaging
  • Knowledge Center