Solution introduction
Collaborate with your clients online. Deliver personalized and real-time access to account information, messaging and document services.
WebCONNECT is a secure portal that quickly and clearly answers investor questions while connecting investors to advisors. Investors want to know their investment balances, allocations and to review recent account activity. WebCONNECT enables investors to see what they need in an environment that connects them back to their advisor. WebCONNECT is optimized for use in a variety of browser environments and can be accessed on many types of devices.
