Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Show iPad or iPhone screen to remote users instantly. Share content via Phone Bridge for calls. Compatible with all browsers and devices. No setup required for quick meetings. Control screen sharing and end sessions remotely.
Access data, predictive analytics, and financial reports. View key metrics, generate custom reports, and track financial performance. Collaborate with advisors to analyze trends and make informed decisions.
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
