Harness the transformative power of a seamless, highly-intuitive turnkey solution to enhance client engagement, achieve greater business processing efficiencies and scale your practice while providing investment solutions to help you serve your clients more holistically, effectively and personally.
Track portfolio performance to goals
Link a single or multiple accounts to a goal
Link a portfolio or single account to multiple goals
Share your advice and updates through a semi-automated marketing and engagement tool
Access timely, relevant, credible news content that is compliance vetted
Solve the communication gap
Let clients see you. Securely book a client video and phone call
Aggregator of external assets including investments, property and insurance policies
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