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
Effectively monitor portfolio positions
Engage clients to review and adapt portfolios directly from your dashboard
Instantly create detailed client reports
Safeguard Users from Regulators with a record of your Fiduciary sales process