Client Portal software that helps Advisory firms
delight their clients and scale their practice.
A rich, dynamic and visual portal for your clients that brings portfolio and performance data to life. Performance, account values, statements and more are shown in beautiful graphics. All from your existing portfolio management system and fully configurable. Now you can unlock your data with interactive charts and easy to read reports.
An integrated document vault for advisors and clients to share files. Load important client documents in bulk, post shared files to everyone and share internal documents privately with advisors. Unlimited storage means you'll never have to worry about running out of space.
Self-registration capabilities for new and prospective clients with a visual workflow to keep them on track during onboarding. Clients can enter their personal profile, establish goals, determine risk tolerance, and download/upload onboarding documents.
We've designed your experience with your client in mind. You'll be providing a solution with a simple to use, yet powerful, interface that all your clients will use and love.
Getting started is a breeze using your existing portfolio accounting system. We support them all and personally walk you through the setup, guide you through your successful rollout and beyond.
Now advisors see exactly what their clients see. Advisors can conduct client reviews with one-click, publish relevant commentary, evaluate clients’ progress and established goals.
Never show more than you want to show. You'll always have complete control on what aspects you want to share with clients.
Easily keep all your vendor data organized in a single place. Search across vendors and services, store critical vendor documents (policies, insurance, due-diligence forms), list important contacts and store notes from a single source of truth.
All your important contracts in one place. We securely store and organize ALL your contracts so you can quickly find what you're looking for. We also automatically setup reminders for key dates and help you organize related tasks. Never miss a renewal again or key date again!
Simplify Vendor & Contract Reviews. Easily conduct all security audits, due-diligence, annual vendor and contract reviews within the application. We'll automatically remind you when it's time for an annual review of a vendor or when a contract needs to be approved for a renewal. Historical reviews are available for audit purposes. We'll do the heavy lifting to help you stay compliant.