Client Portal and Mobile App
A personalized, digital experience that delivers your brand.
A Seamless, Secure, and Branded Digital Experience
With a focus on reducing complexity and empowering users through intuitive design, smarter support tools, we’re here to make every interaction simpler and every experience better.
Client Portal Highlights
Every touchpoint is intuitive and customized to your brand—helping clients stay informed, connected, and confident in your guidance.
Personalized Access, Powered by Your Brand
Our portal allows you to present information professionally and keep clients engaged.
An Interactive Experience
Tailor the portal to fit your firm’s needs and provide a personalized experience for clients.
Customizable, Shareable Client Reports
Generate reports on account performance, transactions, unrealized gains/losses, and projected cash flow.
Your New Assistant
Send action items directly to clients, complete with attachments, comment sections, and task completion tracking.
Achieve Next Level Success
Propel productivity and growth with the industry’s
#1 All-in-One software.