Showcase Your Value. Tell A Unique Story.
Guide your clients on their financial life journey – setting goals, navigating major life events, making important decisions, and celebrating successes.By uniting portfolio management and comprehensive reporting with your client’s experience, you can showcase the strategy you have developed while building relationships and meeting long-term financial goals.
Through the Client View application, you can see client details, manage portfolios, generate and share reports, communicate, and much more.
Dynamic cards can be organized and expanded to view more details, bringing attention to vital parts of your client’s portfolio.
System flexibility allows you to build your template using Report Builder’s simple drag-and-drop tool or generate ad hoc reports on the fly.
The full-service Reports Team can provide a comprehensive audit of your data, run and batch quarterly statements, and seamlessly post reports directly to your client’s portal.
Learn how you can centralize your day-to-day client communication and financial management workflows.It’s clear to us that when we go into a meeting with a client or prospect, we have state-of-the-art materials—higher quality, more thorough, more customizable. Clients look at it and say, ‘Wow, this is really good.’
Ronald NelsonChief Operating Officer Essex Financial Group