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December 12, 2010 Hits: 763
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.
October 03, 2010 Hits: 722
The Client Portal Platform enables a revolutionary new way for advisors to practice: straight-through processing of tasks for clients.
November 25, 2010 Hits: 715
Lockbox is a platform for secure document exchange that enables you to send and receive files over a secure Internet connection.
November 25, 2010 Hits: 718
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.
November 27, 2010 Hits: 1157
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.
November 24, 2010 Hits: 681
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.
November 26, 2010 Hits: 736
Your search for the right CRM is over. Grendel eliminates the frustrations that plague advisors with an easy-to-use, lightening-fast, and powerful practice management solution.
November 26, 2010 Hits: 769
iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.
November 27, 2010 Hits: 673
November 27, 2010 Hits: 544
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.
November 26, 2010 Hits: 663
NetDocuments allows you the freedom to access and work on your documents anywhere.
November 24, 2010 Hits: 627
Satuit SIP is a secure web based client service and interested party service portal that allows you to securely deliver or receive client service content such as monthly or quarterly statements, K-1s, Capital Call notices, newsletters, and other client centric content.
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