Offer clients a fully branded digital experience, with powerful tools that go far beyond the basics.
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Manage their full financial picture
Offer clients a clear, consolidated view of their finances. See performance summaries, market value, and activity, with a 360-degree net-worth view. Set, track, and manage financial goals with intuitive interactive tools.
Initiate and complete critical workflows
Start and complete onboarding, transfers, and suitability checks, initiate or schedule deposits and withdrawals, and securely link external bank account, all in one place.
Stay organized and engaged
Access and sign documents securely, complete digital ID verification and KYC updates, and manage household profiles. Display curated news and insights tailored to their interests.
