Solution introduction
Deliver connected experiences with our wealth management platform
Our platform powers end-to-end operational efficiency with workflows that move seamlessly across connected capabilities (e.g., financial planning) and services (e.g., reporting) powered by a unified data layer known as our Unified Data Fabric® (UDF)
Advisor
Our advisor experience allows advisors to manage and grow their book of business in one place.
Key features
- Advisor dashboard
- 1-Click Reviews®
- Portfolio & performance reporting
- Financial planning
- Proposal generation
- Insurance
- Trading & model management
- Customer relationship management
- Digital onboarding
- Document management
- Workflows
- Alerts
- Activity management
- Fee billing
- WealthGuide
Client
Our client experience lets advisors’ clients see integrated, holistic views of their complete financial lives through a simplified interface.
Key features
- Client dashboard
- Portfolio reporting
- Insurance
- Account aggregation
- Document management
- Secure messaging
Home office
Our home office experience allows firms to efficiently run their broker-dealer/RIA with configurable features that adapt to their business.
Key features
- Case management
- Advisor information
- Entitlements manager
- Operations
- Compliance
