Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent – can use AdvisorEngine technology to establish new connections and deepen existing relationships. This new take on client portal creates a digital environment where advisors can deliver holistic wealth management.
AdvisorEngine, the fintech company that is reimagining how technology can serve financial advisors, today at the fifteenth T3 Technology Conference for financial advisors unveiled a completely redesigned environment for advisors to engage with prospects and clients. This digital space enables engagement – driven by prospect, client or advisor – using goals-based financial planning, account aggregation, paperless client onboarding, investment analytics, performance reporting and document sharing as central features.