Delight clients
every day

Create multiple white-labeled client portal experiences for different sub-brands, account segments, or advisors, all managed from a centralized location. You can also configure settings to include onboarding and funding, or use the portal exclusively for reporting and communication. 

Empower your clients with engaging, easy-to-understand portfolio reports that show up-to-date performance data, as well as portfolio and model analytics including risk/return information, forecasting, and drift reporting. Dynamic, engaging graphs help illustrate changes in performance and what drove changes in account behavior over time.

Securely share important information with clients using the convenient Document vault, which provides access to documents you upload, custodian statements, performance reports, billing invoices and more.

Clients can directly initiate and manage basic tasks such as account openings and cash transfers instead of calling their advisor.

Advisors can easily track different types of prospect and client activity and tailor support accordingly, allowing clients to capitalize on compelling self-service features while staying in the loop.