Portfolio data, capital statements, trust structures, all in one branded view. That clarity keeps clients from looking elsewhere, and turns into referrals.
Advisors work from the same data clients see, prepped in minutes instead of an hour. Every meeting starts already aligned, on the insight, not the update.
A progressive, white-labeled experience across web, mobile, and tablet, so the brand clients see feels current, and unmistakably yours.
WHAT’S INCLUDED
Dashboard, accounts, holdings, transactions, performance, and private assets, unified in one client-ready view.
Manual upload keeps supporting documents organized and accessible alongside the portfolio.
ADD-ON
Generate client-ready pdf reports from the same connected portfolio view, without rebuilding the story elsewhere.