Provide a modern experience that guides clients and prospects through building their full financial picture and goals in just minutes. Eliminate the lengthy process of on-boarding a prospect and make it easy for clients to keep their balance sheet up to date.
Clients and prospects can message their advisor using a built in online messaging feature designed to provide easy communication and eliminate lengthy meetings.
Clients and prospects can work with their advisor online by adjusting goals, assigning percentages of accounts to goals, e-signing documents, sharing documents and much more!
04. Insight & Analytics
Clients no longer have to login into multiple portals to view their entire financial picture and goals. Clients can view all of their accounts, set/track goals, update their risk tolerance, store all of their documents and notify their advisor when they want to transfer an account.
One Place Designed for Clients and Prospects
Clients and prospects can have a complete view of everything they need to stay connected to everything going on in their financial life and goals!
Through the client portal, clients and prospects can aggregate investment, bank, insurance, loan and real estate assets to view everything they own in one place.
The client portal provides a quick and easy way to keep track of your clients' net worth. Clients and prospects can aggregate their financial accounts and add assets that can’t be aggregated electronically.
Setting and tracking goals is a collaborative process through the client portal. Clients are notified when their advisor has updated a goal and advisors are notified when a client has updated a goal. Don’t wait until the annual review to update and review goals!
Tracking cash flow is made easy through the client portal. Your clients can access powerful insights on where they are spending money and how much is left over. Help your clients stay connected even when you are not around to help them stay on track.
A safe and secure place for your clients to store all their most important documents. They can keep them private or share them with their advisor. Best of all, advisors can send documents to clients and prospects to be e-signed directly through their vault.
It is no secret that messaging is everyone's preferred method of communicating today. Clients and prospects can quickly send their advisor a message securely through their portal and even have a real-time messaging conversation. A complete history of all conversations is kept within the client portal for easy reference.