top of page


Utilize powerful visualization technologies and detailed analytics to immediately enhance your ability to efficiently manage and monitor more clients and their specific needs.

  • Have a quick overview of all of your clients, upcoming appointments, portfolio allocations and positions within your customizable model portfolios
Screenshot 2022-08-08 at 2.42.18 PM.png

Advisor Dashboard

Advisor Dashboard


Monitor Portfolios
  • Effectively monitor portfolio positions
  • Engage clients to review and adapt portfolios directly from your dashboard

Monitor Portfolios

Portfolio Management


Client's Report
Client's Report
Screenshot 2022-08-08 at 2.44.29 PM.png

Client Reports

Client Report


  • Instantly create detailed client reports
  • Safeguard Users from Regulators with a record of your Fiduciary sales process

Learn more about the platform by finding out client specific features or Contact Us

bottom of page