Client Portal

Our client portal enables you to stay connected to your clients in an evolving digital world. Powered by the Investor Suite, you can leveage a complementary set of configurable modules that allow investors to aggregate their personal finances with their financial investments to obtain a holistic view of their wealth.  Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial Wellness Solutions powered by Yodlee that include Budgeting, Cash Flow and Net Worth to name a few.

Client Portal