Your advisor portal allows you to easily navigate to pertinent client account data. Single sign-on applications provide you with everything from account opening to client reporting. Below is a sample of what you will have access to with your advisor portal.
Allows you to view what your clients see when they access their client portal. In this app, you can log directly into your client’s portal to view account allocations, download statements, and see model performance.
Provides you the ability to run on-demand reports to prepare for client calls and reviews, designate reporting timeframes, and define additional parameters to tailor each report to your individual client’s needs.
Gives you the ability to view your client’s accounts and households at a glance.
Allows you to show a client all aspects of his or her portfolio in an interactive format.
Quickly scans your book of clients to capture important account data, from account numbers to current account fee schedules.