Beyond the Portal
A welcoming and informative digital space where investors and advisors engage in continuous discovery on goals & risk.
Investors expect deeply personalized, timely and elegant communication with their investment advisors. Digital Discovery Delivers.
Ready to give your advisors tools to deepen relationships and be more proactive with their advice?
Performance Dashboard & Portfolio Positions
Deliver customized dynamic views at the account and portfolio level.
Investors can book their next meeting with their advisor from within the Client Portal. Creating efficiencies in practice management and improved client experience.
Co browsing/Video Conferencing
Conference bridge provides a common shared view and allows clients to meet with advisors remotely. Conversations can be recorded and achieved for compliance oversight.
Designed with a responsive framework, clients engage in a consistent mobile experience and firms are liberated from the cost of managing multiple apps.
Secure encrypted storage for single or one to many document uploads, with Firm, Advisor and Client views. Notification by SMS text or email when new documents are uploaded.
User Access Management
Advisors teams have the ability to reset end User IDs, as well as enable & disable end User access. Advisor teams can run analytics to understand end User login behaviour to know what has been viewed, for how long, including documents.
If your firm has a compelling vision for your client journey, we’d love to share our deep expertise in digital experience, security, and design to help you bring it to life.