Digital collaboration challenges
Your advisors struggle to engage with clients across all generations and provide them core information regarding their accounts when they need it.
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Have you or your advisors ever experienced any of these problems?
Your advisors struggle to engage with clients across all generations and provide them core information regarding their accounts when they need it.
Advisors’ clients often have multiple applications or logins needed to get a full picture of their financial lives.
Prospects have limited transparency into what the onboarding process will be like, leaving them with many questions and concerns around their status.
Disparate systems that leverage similar data can present inconsistent values to advisors’ clients, creating questions and concerns.
Manual data gathering processes require advisors to maintain client account information by hand.
See how you stack up against your peers.
Anytime, anywhere access to their financial accounts
Ability to see a complete, consolidated view of their financial lives across all products (banking, investment, and insurance)
We offer compliant data storage and workflows in a household view. Learn about our complete Books and Records solution.
See how our client wealth portal can increase collaboration, deepen relationships, and streamline the account maintenance process.