About
A portal solution to bring you and your clients closer together, with a unified digital experience for investors and advisors alike. Onboard clients with ease, and let them manage their own investments as required. Deliver superior client service, from advisors and via self-service, and thrive on the client engagement.
This product is intended for
- Client Advisor
- Investment Advisor
- Asset Manager
- Wealth Manager
- Investment Manager
- Financial Services Professional
Media
Products media viewer
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Desktop Investor Dashboard
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Mobile Investor Dashboard