The problems we solve
Have you or your advisors ever experienced any of these problems?
How much time does it take to schedule, run, and reconcile reports for a typical client meeting?
See how you stack up against your peers.
We offer a comprehensive wealth management reporting suite that allows for configurable reporting at the practice and household level across investments, insurance, and financial planning.
Data to power reports is gathered from our Unified Data Fabric™ (UDF) where the data is continuously monitored to ensure its accuracy, consistency, and validity.
Enjoy a number of benefits, including:
- Reports require a single login to our platform, saving time and simplifying the advisor experience.
- Leverage over 100 configurable reports across all types of investment accounts, insurance types, and planning.
- Automatically identify new growth opportunities through unique reporting, leveraging our robust data set.
- 1-Click Review® reduces meeting prep to a matter of minutes with even more time saved by integrating with your CRM.
- Flexible performance reporting allows advisors to communicate performance in different ways to clients.
- Reporting for the home office, advisor, and client ensures that all personas see consistent data.
- Integration into the client experience makes it easy for advisors and clients to collaborate in a familiar experience.
- Build confidence in your client experience and reinforce the advisor’s brand with configurable branding.
- Simplify vendor management and maintenance by reducing the number of vendors.
Ready to get in touch?
Learn how we can provide your advisors with a faster wealth management reporting software so they can spend more time fostering client relationships.