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.
Use the client portal to create a streamlined wealth management journey that empowers clients to be
active participants in their own financial futures
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.
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.
See how modern technology creates new
ways for RIAs to drive growth, achieve
efficiency, ensure client-centricity, build
trust and enable compliance.
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.
See how our client portal can help you engage and empower your clients