Advisor Portals is the newest creation from Make It A Great Day, Inc. This stand-alone communication tool allows financial advisors to share documents, manage projects/tasks/events, and publish articles for their clients.

The Client Portal Platform enables a revolutionary new way for advisors to practice: straight-through processing of tasks for clients.

Lockbox is a platform for secure document exchange that enables you to send and receive files over a secure Internet connection.

AdvisorVault is easy to use and offers extraordinary security. Not only are files encrypted while being uploaded or downloaded, they are also stored using high encryption-a feature not available from most other online storage vendors. In addition, the system sits behind multiple firewalls.

AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.

Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers.

BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.

eMoney 360 Pro provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service.

At first glance, FamilyOfficeNetwork® is an easy way to electronically share documents between you and your clients, when you dig deeper, you will quickly discover that it is so much more.

The Finance Logix suite of products is designed to provide the appropriate financial modeling sophistication and complexity in a client facing, intuitive platform.

LIGHT[PORT] is the only provider of advisor web services that treats you the way you treat your clients. We employ a highly consultative process, with a custom solution.

PowerPortal is an easy way to share critical information with your clients and provides affordable anywhere access to important documents and data files.