Improve productivity by consolidating multiple investment accounts for centralized monitoring and administration.

• Oversee clients' accounts; manage investor outreach and engagement
• Monitor performance; distill portfolio level data to drive client engagement
• Provide 24-hour customer access to account data, all from a single interface
• Access to PortfolioAnalyst is complimentary

View your consolidated financial accounts

• See the current performance of all of your financial accounts in one place on any desktop or mobile device.
• Quickly link to your investment, checking, savings, annuity, incentive plan and credit card accounts held at virtually any financial institution.
• See summary values at a glance for each individual financial institution or consolidated across all financial institutions and different time periods, including current and prior balances, return percentage, and percent change in value.
• Drill down to view positions and transactions by account or by asset class.