Features
Collaboration with Wealth Team
Ensure all aspects of a client's financial life are aligned and integrated with our collaborative ecosystem that connects and integrates clients to their broader team of professional service partners.
Personalized Task Management
Streamline workflow and enhance productivity with our task management system that allows you to create, assign, and track tasks within a secure environment.
SEC Compliant Texting
Safely connect with clients and professional service partners with our SEC-compliant texting that secures, monitors, and archives all messages.
Holistic Financial Overview
Deliver informed, personalized advice with our comprehensive dashboard that offers a complete view of your client's financial lives.
Secure Document Environment
Store and access financial documents safely with our advanced encryption protocols that ensures all documents are protected at rest and during transmission.
