Personalize your clients' experience with a modern client portal
Clients can quickly and conveniently view portfolio performance data, including transactions, holdings, and asset allocation, helping to build trust within the advisor-client relationship.
To reduce friction and cut down on unnecessary information, you can decide what your clients see within the portal and customize those settings for each client, depending on their needs.
Lead a streamlined wealth management journey that empowers clients to be active participants in their pursuit of financial goals
Create multiple white-labeled client portal experiences for different sub-brands, account segments, or advisors, all managed from a centralized location. You can also configure settings to include onboarding and funding, or use the portal exclusively for reporting and communication.
Empower your clients with engaging, easy-to-understand portfolio reports that show up-to-date performance data, as well as portfolio and model analytics including risk/return information, forecasting, and drift reporting. Dynamic, engaging graphs help illustrate changes in performance and what drove changes in account behavior over time.
Securely share important information with clients using the convenient Document vault, which provides access to documents you upload, custodian statements, performance reports, billing invoices and more.
Clients can directly initiate and manage basic tasks such as account openings and cash transfers instead of calling their advisor.
Advisors can easily track different types of prospect and client activity and tailor support accordingly, allowing clients to capitalize on compelling self-service features while staying in the loop.
AdvisorEngine offers an automated platform that fits practically into any advisor-client structure."
You have a great product, a wonderful team to work with, and I am happily satisfied with how we are able to use AdvisorEngine to meet so many of our needs in giving our clients red carpet service as well as having what we need to meet compliance regulations.
Client Relations Associate,
Financial Designs Corp.