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.
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