Solution introduction
Our manager portal is a complete solution that enables third-party strategists and separate account managers to implement client portfolios for advisors
Managers can also leverage enhanced analytics and reporting to deliver better decisions on distribution strategies and gain deeper insight about their book of business
Leverage an enhanced manager portal to access key metrics that can drive better decisions on distribution and sales. Serving as a “virtual account manager,” you can gain deeper insight about your book of business, run day-to-day operations more efficiently, and most importantly, raise assets more quickly.
