Create a winning client experience
Our user-friendly client portal and mobile app give your clients insight into their finances—when and where they need it.
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Intuitive and branded client portal.
Impress your clients with a white-labeled client portal, featuring your logo for a cohesive experience. Clients can easily see their full financial picture, with your branding on their statements and tax forms.
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- Easily link bank accounts and set up recurring transfers and deposits
- Setting up accounts can be done by you or your clients
- Automatically allocate cash and use withdrawals to rebalance tax-efficiently
- One-click Roth conversion
Clients can track their performance and see total earned dividends, tax losses harvested, and more.
Customize their performance by date range, filter by specific accounts or look at all accounts in aggregate.
Customize their performance by date range, filter by specific accounts or look at all accounts in aggregate.
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Give clients a bird's-eye-view of their finances with our powerful aggregation tool. Clients can sync held away accounts independently, or you can add assets manually.
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Our goal-based framework lets you bucket cash, investments, and held away accounts in the client portal.
Customize goal names and images to create a personal feel for each client.
Customize goal names and images to create a personal feel for each client.
Give your clients a better experience.