Deepen Client Relationships
Connect with your clients through a user-friendly, interactive online portal.
Customized
Firm branded destination with tailored content for each client
Insightful
Configurable portfolio dashboard with personalized performance views
Accessible
24/7 multi-device access with integrated communication tools
Secure
Two-way, secure document vault for seamless file management
Centralized
Real-time outside account aggregation for comprehensive visibility
Comprehensive
Incorporate financial planning, risk analysis, and insurance solutions
Manage key client information to communicate with them more effectively
Analyze your client’s financial standing—past, present, and future
Configure, run, and share reports, documents, and statements
View client specifics from third-party integrations
Customize your experience based on the features you use the most
Client View: Your Centralized Command for
Client Success
Manage and view every client detail from one dashboard.
Simplify the Financial Planning Process
Take advantage of integrations with providers like RightCapital, eMoney,
MoneyGuidePro, and more. Regardless of your chosen solution, we adapt to your needs
to provide a seamlessly coordinated client experience. Featured benefits include:
Create a complete financial plan in minutes with client account and portfolio data
Leverage advanced tax-planning capabilities
See real-time updates of client financial plans
View plans and post updates for clients to see in their portal
Discover the Possibilities
Two-way integrations put robust financial planning capabilities at your fingertips.
Access Fiduciary Insurance Solutions
Protect clients with trusted, fee-based annuities.
Access best-in-class insurance and fee-based annuities that help ensure clients
receive the benefits of lower costs, guaranteed income, and minimized risk—all under
the trusted fiduciary umbrella.
Repurpose legacy annuities to improve client outcomes in financial plans
Provide protection from unexpected health events
Deliver guaranteed lifetime income
Potentially improve fixed-income returns without assuming additional market risk
Deliver Excellence at Every Corner of Your Business
