Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
