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Wealth Management Software Reporting & Client Engagement – Aggregation-as-a-service New – Client Mobile App Billing Rebalancing Pricing Partners Resources Blog Augmented Advisor Advisor ResourcesStory Our Team Our Board See it in action Sign In All-in-one Wealth Management Platform Deliver exceptionally for your clients. Reporting – Billing – Rebalancing – Practice management & High-engagement client experiences Learn More For Advisors Who Love Their Clients Deliver exceptionally for your clients. Reporting – Billing – Rebalancing – Practice management & High-engagement client experiences Learn More And Want Clients To Love Them Back Deliver exceptionally for your clients. Reporting – Billing – Rebalancing – Practice management & High-engagement client experiences Learn More works with everyone you do is approved by and integrated with a wide variety of custodians, broker-dealers and other financial institutions that you work with. The above are some of the many institutions we work with. Contact us to see if we work with your institution. The Advantage combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Reporting Intuitive, powerful reporting and alerting for your business, your clients and you. HIGHLIGHTS Mobile, Web, Messaging, .PDF Reports Beautiful, customizable and branded Cross-practice Business intelligence Up to 90% monthly client engagement Billing Manage the complexity of wealth management billing with a Rexible and easy-to-manage billing system. HIGHLIGHTS Automated invoice delivery Flexible billing options Customizable invoices Rebalancing Simplify operations with a beautifully-designed rebalancing tool built on top of a market-leading engine. HIGHLIGHTS Household or Account-level Drift dashboard & Alerts Sophisticated modeling Client Experience & Engagement A client experience that measurably engages all of your clients every month with a beautiful experience that drives client satisfaction and referral growth. HIGHLIGHTS Web Portal Document vault Mobile Application Automated report delivery Automated Messaging is incredibly easy for clients to use and access all of their financial information. We have had an overwhelmingly positive response from our clients who have tried it Elise Lentini Life Insurance Planner When I first looked at I couldn’t understand the reasoning for the weekly update. I was classically trained on the quarterly review and statement process. Anything more was unwieldy and confusing to the client. Was I wrong. The weekly update is the function that more of our clients comment on as compared to everything else we do for them. Makes the client base ‘stickier’. Brilliant research and execution. Bob Rubin Founder and President I switched to after trying other performance reporting software such as Morningstar and Advent. What I love about is its simplicity. It completely removes the need to reconcile client positions.” Tim Smith President My clients love because it delivers timely information. I have found it to be one of the best client-facing platforms on the market.” Rob Costello Founder Get started with today See it in action About Our Story The Team The Board Software Investment Reporting Business reporting Account Aggregation Client Billing Client Portal Online Document Sharing Monitoring and Alerting How We Help Features Clients Software Developers Resources What is a Client Portal What is Account Aggregation How to go paperless How to automate referrals Fiduciary duty simplified Support Open a Support Ticket Ask a Question Request a Feature Help and Support Jobs Contact Privacy Policy Security Terms of Use Site Map © Copyright 2010–2024 Wealth,...