Advisor Portal is an integrated suite of tools for managing the client acquisition and client relationship management lifecycle.
Use Advisor Portal to access PortfolioAnalyst, a full feature portfolio management tool for quickly and easily consolidating financial information from any financial institution into a complete portfolio view.
A flexible risk scoring system to help you understand client risk tolerances and recommend client appropriate investments.
Submit a support ticket to our Financial Advisor Services team to enable this feature for your account.
The ESG Impact Profile helps you understand client preferences for socially responsible and impact investing. Let your clients select their personal investment criteria from 13 impact values and principles, including:
Clients can also exclude investments based on 10 categories:
Registered Investment Advisors use our Digital Account Management tools to manage client account applications, administer client accounts and coordinate client account funding.
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.