Integrated Client Portal and Mobile Website

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Your client's first stop on the web.
An integrated client portal and mobile web site give you a single focal point for electronic client interaction. Static documents and live data sets combine into the most customizable client portal available to wealth managers.

An ecosystem of pluggable components.
We didn't start from scratch when we built our client portal. We built on an enterprise content management system from Microsoft called SharePoint. SharePoint has modules for building web sites, document & file management, collaboration, social networks, extranets, websites, enterprise search, and business intelligence. Everything is customizable; fonts, charts, layout, text--everything. All seamlessly integrated into the most flexible client reporting platform in the industry.

One site for every screen.
Every day, the number of devices, platforms, and browsers that need to work with your site grows. Responsive web design represents a fundamental shift in how websites will be built for years to come. Our client portal has been created using modern responsive design techniques and will find the best way to present itself on your client's device, be it phone, tablet, desktop or a future form factor.

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