Making sure you get paid in an accurate, timely, and compliant fashion is one of the most important things you can do to ensure stability for your new firm. Our software provides automated account fee calculations, upload files, and invoices for the end client.
Transparent communication is fundamental to strong client relationships. Our reporting environment makes that easy to achieve so you can focus on the relationship, not the report. Review performance, asset allocation, income, and more with an interactive portal or via PDF.
Consumers are increasingly demanding digital access and communication. Meet them where they want to be met using our portal, without overburdening them with confusing or complex reports. For the advisor seeking even greater power in their client portal, you’ll have the flexibility to build your own or work with a dedicated partner-provider via our API.