Our compelling technology delivers value by streamlining administrative processes and providing access to investment research and custom-branded reports so you can dedicate more time to meeting your clients’ objectives. The online client management portal and app empower you to make critical decisions on the go while giving your investors convenient access to their accounts.
Customized Views based on the information and analysis you find most valuable
Professional-looking reports to help clients and prospects make more informed investment decisions
Expanded Planning that can better meet the needs of clients - and track progress reaching their goals
Investor Portal has been recognized as a finalist in the 2019 WealthManagement.com Industry Awards for Technology Providers: Client Portals.
eWealthManager is our one-stop advisor portal, combining client management and account administration functions in an intuitive, versatile platform. From this secure portal, advisors can research investments, create and maintain client accounts, view current portfolio details, and access custodial resources. Individual investors can use eWealthManager to access real-time account information and communicate directly with their advisors 24/7. eWealthManager ensures that advisors and investors will always be on top of their portfolios and in touch with each other.
Business moves quickly. Advisors need to access their account information on-site, on the go and on the fly. Our eWealthManager iPad app makes it fast and easy to manage client accounts and access data no matter where the day takes them.