ELEVATE YOUR CLIENT EXPERIENCE WITH A CUSTOM CLIENT APP
Provide your clients with a fully customized client portal and mobile app. Just upload your logo and your branded app is instantly available across iOS, Android, and Windows devices.
Account Aggregation
Allow your clients and prospects to connect their existing bank, brokerage and annuity accounts directly from within their client portal, giving both of you a comprehensive view of their networth.
Secure Client Vault
Allow your clients to share files with you via their personal client vault. Your client vault automatically contains client files, required compliance docs like your ADV, Privacy Statements, Client Statements and Tax Documents.
Fully Customizable
Every aspect of your client portal can be customized to your needs. Using our easy to use editor you can customize your menu, embed webpages, modify your sidebar and add your own client questionnaire, risk profiles and so much more. This is your client portal. Make it your own.
Custom Domain
Use your own domain for your client portal or use one of our client friendly URLs.
In-App Messaging
Send your clients messages within your client portal. Allow them to e-sign documents and more...
Self Registration
Allow your prospects and clients to self-register and connect their accounts automatically.
Digital Account Opening
Allow your clients to complete your paperwork and open their accounts completely online.
Test Drive The Client Portal Today!
Want to see the client portal in action! Fill out the form below to get started today!
