Solution introduction
You too can be a modern advisor
See how you can grow your business by optimizing your practice with ModernAdvisor Pro
ModernAdvisor Pro gives you the tools you need to manage your practice, so you can focus on building your client relationships
- Administration
- Compliance
- KYC process
- Paperwork
- Account opening
- Investment selection
- Account management
- Rebalancing
- Tax loss harvesting
- Portfolio optimization
- Tax optimization
- Reporting
- Account statements
- Communication
Benefits of ModernAdvisor Pro
- Seamless client onboarding
- Your very own support team
- Online and on-demand
- Monitor everything in one place
- Low-cost for your clients
- Flexible pricing
