A welcoming and informative digital space where investors and advisors engage in continuous discovery.
Investors expect deeply personalized, timely and elegant communication.
Features data selector, market value, year-to-date activity, account values, and investment mix.
Displays account & portfolio totals, and account holdings.
Advisors and investors can view and download documents.
Investors can view transactions with the ability to search, sort, and filter.
Investors can complete a form to submit an email to their advisor and view advisor contact details.
Allows the advisor to enable & disable end-user access, view user analytics, upload documents, and view Discovery Zone as the end-user.
Designed with a responsive framework, investors can engage in a consistent mobile experience, and firms are liberated from the cost of managing multiple apps.