Portfolio reports

Sit back and relax. With clear and concise reporting your clients can find out if you are beating the market - or it is beating you. They can get on top of their finances in a snap.

Chrome

Industry’s finest client portal

Your clients will no longer call you for reports. They would want to log on to the portal every time. Are you ok?

Self Service

Your clients can provide data required for financial plan or any other info through a secure login access. Saves you time.

Action Plans

Create personalized action plans so that you or your clients never miss out on even the most trivial money matter.

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