More than a Portal: An Experience

Investors want easy access to all of their financial data. We help you offer the personalized experience they expect–with 24/7 access to their complete wealth picture.

See It Now

Our Investor Experience allows you to offer your clients a customizable, custom-branded and interactive online environment that can be accessed anytime, anywhere.

Demonstrate value to your clients by providing a premium online experience that allows you to stand out in a competitive market.


Tailor content specific to your client’s unique financial picture.
Visualize key interactions and decisions that have occurred throughout the course of the partnership
Store and share documents using our vault or another third- party system
Expand conversations through fully integrated risk analyses, investing and financial planning
Highlight your brand through TouchID, notifications and connections to phone, e-mail and maps

Help clients focus on what really matters. Not just beginning and ending values.