Easily manage your clients with a single platform that unifies all client & investment data, analytics, compliance monitoring and much more.
A central portal to view and manage clients; from advisors and support agents, to compliance staff and finance teams.
Onboard a client in minutes, update their profile in seconds and much more. Through automation and process centralization teams can spend more time focusing on clients instead of manual and administrative tasks.
Easily view client details, past meeting notes and a snapshot of their investments to enable meaningful client experiences.
View client data, add documents, review portfolio holdings, all in one place. Intuitive features that add a higher level of personalization to your service.
Do it all in one place. Open accounts, create client goals, perform suitability checks, transfer funds and manage client documents all with a few clicks.
Gain insights into individuals, households or groups of clients. Simply create custom analytics or use pre built reports within the portal.