Solution introduction

Engage with your clients in more ways

Client experience spans much more than a client portal, so our full suite of client-facing solutions will help you redefine excellence in client engagement

Power unforgettable interactions

  • Tailor your communication experience
    Connect with your clients wherever they are, no matter their communication preferences—with a range of communications channels available to share holistic account information.
  • Engage in real-time, anytime
    Deliver the account details that matter most to each client anytime important changes occur, through automated emails, texts, and portal updates.
  • Spark unparalleled collaboration
    Stimulate transparent, authentic, and meaningful conversations with dynamic client presentations and personalized videos.
  • Cater to client preferences, at scale
    No matter the medium, control what information—and the level of detail—clients see through easy-to-set, advanced permissioning settings.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.