From the Basics to the Finer Details
Clients should feel and see your value everyday and be left in awe. Our solution provides that exact experience.
A portal that allows a client to keep all of their important information and contacts in one place.
Safe & Secure
Information and data is protected by utilizing the most advanced technology Amazon Web Services offers.
When implemented correctly, the client portal is the single best source of referrals.
Secure communications with all advisors such as insurance agents, wealth managers, and lawyers.
Making wealth management personal
Guide your clients to a better financial future with our intuitive client portal
Client Portal Features
Our system was designed to track every possible account that a client may possess. Become a true advisor by guiding every financial touchpoint.
Communicate with your clients through your own social media platform to remain compliant with regulations.
Securely store and share important information with clients using the convenient document vault.
Navigate over to the password vault to safely organize and store all of your pesky passwords in one easy-to-use location.
Stay connected and engaged utilizing our custom automations to drive client interactions.
Enhance the experience you provide by tailoring your communication approach based on each client.
Frequently Asked Questions
How many client portals are we allowed?
It depends on the subscription level.
What industries do you help most?
Any business can help themselves with our services, but we exist because of investment, insurance, and consulting industries.
Is the client portal easy to use?
The client portal was built with the client in mind. It is easy to navigate and will quickly become a daily staple for clients to engage.
How safe is the client portal?
Our technology utilizes the best protection and safeguards that Amazon Web Services has to offer.
Is the client portal white-labeled?
Yes! The client portal can be white-labeled.
What is most unique about the client portal?
Our client portal will drive leads and referrals to your firm faster than ever before when implemented properly. The easiest way to explain it, is to show you. So reach out and let’s have a conversation.