Solution introduction

Our client portal enables you to stay connected to your clients in an evolving digital world

You can leverage a complementary set of configurable modules that allow your clients to aggregate their personal finances to obtain a holistic view of their wealth and assess their financial health. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial Wellness Solutions powered by Yodlee that include Budgeting, Cash Flow, and Net Worth to name a few.

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