Build well-diversified investment portfolios with a proposal generator that guides you through risk assessment, investment selection, and portfolio delivery.
Communicate in a way that your clients can easily understand, and identify the key data needed to make business decisions, with attractive and easy-to-use reporting options.
Positive client relationships are key to sustainable advisory growth. Foster more positive relationships with client-facing technology that’s designed to improve and trust in the investment experience.
Strengthen client relationships & outcomes. Connect financial plans with investment performance data to better understand how your proposed strategies affect your clients’ goals.
Easily construct portfolios with a step-by-step proposal process, from adding account information to generating proposal documentation to support your client pitch.
Generate the data needed to supplement your client meetings or inform smarter business decisions, with a simple report builder that displays results on screen or in PDF.
Give clients access to clear and accessible investment information through a fully branded portal.
Gain deeper insight into your clients’ financial picture, with the ability to aggregate client financial data in a single platform and connect it to trackable financial goals.