Wealth Portal

Professional Branding
Wealth Portal puts you in complete control of your brand and image, with all client portals personalized with your logo, company name, corporate colors and contact information. Show your brand, not that of whom you custody.

System Interface
Wealth Portal is a Silver Bullet application that enhances your existing workflow. It never replaces it. Easily use the Wealth Portal to export data to your existing CRM or advisors system. Each exchange populates live data to your system, saving you time and expanding your service.

Intuitive Executive Dashboard and Navigation
Wealth Portal places your client's important financial information, including offline asset records at your fingertips. So you can better manage and advise. Wealth Portal also unites all client account data including their portfolio and your financial reports, personal documents, market data and trends, cashflow, universal asset allocation charts and investments at-a-glance with dynamic drill-down capability.

Easier Cross Sales
Independent advisors using the Wealth Portal platform showcase their complete breadth of services, helping advisors boost revenue, promote cross sales and up-sales.

Enhance Customer Service
Wealth Portal helps you enhance customer service by ensuring clients always feels comfortable requesting and accessing their up-to-date account information. You'll spend less time answering phone calls and more time focused on more important business matters.

Powerful Competitive Advantage
Wealth Portal is in a class of it's own, with all of the features and benefits you'd expect from enterprise legacy systems. Gain a notable competitive advantage, even alongside major industry players. This comprehensive, custom branded portal offers everything your clients would expect from the largest wealth management companies.