Solution introduction

Powering the client experience

Modestspark provides wealth reporting, document management and a digital service platform that integrates seamlessly with your current system

According to InvestmentNews, 78% of advisors have client portals for account access. However, there is a clear difference between standard information access and a personalized client experience.

An innovative client portal can serve as an important point of differentiation for advisors who want to promote the more personal aspect of their service offering. Modestspark can help your firm power the client experience and - as it supports integration with APX, Axys, and many other systems - it’s easy to get started.

Why choose this solution

  • Branded mobile experience
  • Client portal with rich visual reporting
  • Dynamic statements and portfolio history
  • Billing statements with publishing and tracking capabilities
  • Unlimited document center (client and advisors)
  • Social media integration and commentary
  • Cooperative goals creation and monitoring
  • Advisor dashboard with collaborative client reviews, client summary and timeline

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.