Your clients expect seamless, mobile access to their financial lives. The AdvisorEngine® Client Portal helps you deliver just that, combining intuitive technology with your personalized advice to build stronger, more enduring relationships with every client.
The Client Portal delivers a connected, professional experience on web and mobile, adapting to however your clients choose to engage with your firm. Whether clients are reviewing portfolio performance, tracking progress toward financial goals, or securely messaging their advisor, the white-labeled Client Portal makes engagement effortless while reinforcing your firm’s brand at every touchpoint.
Join us on Thursday January 29th @ 2pm ET for a closer look. You'll see:
The AdvisorEngine Client Portal, how it looks and functions
How the Client Portal becomes even more powerful as a key component of the broader AdvisorEngine wealth management platform, bringing together digital onboarding portfolio management, performance reporting, billing and secure communication into a single, unified client platform
Recent enhancements to our native iOS and Android mobile app
We'll also show how advisory firms can leverage the Client Portal not only as a standalone tool, but also as part of a fully connected platform designed to streamline operations, improve client engagement and elevate the overall client experience.
Speaker:
Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine
