With the endless variety of software solutions, it's easy to feel overwhelmed, even paralyzed, spending too much time and money to figure it all out. Our platform provides a simplified single platform for you and your clients.
Virtually everything that we offer is unified into a single advisor web portal and the data can be easily integrated into other technology solutions for your practice.
- Access sales materials, portfolio model information, forms, as well as all other needed client resources
- Order professionally printed materials that are branded to your practice
- Submit new business, account services, and case design requests to our team
- Navigate our training guides and resources
- Easily find analytics and reporting on your book of business
- Create client web portal access that is customized to your brand
- Access client account details and generate a variety of client reports
A simple and easy-to-use client web experience that includes:
- A variety of on-demand reports
- Holdings and asset class reports
- A flexible document vault
- Household and account level information and access
- Performance and benchmark detail