Wealth Portal simplifies wealth management and extends the power of your existing financial systems by allowing you to:

Create a single view of all client accounts and assets from over 10,000 online conenctions.

Monitor and manage offline and other hard-to-track assets. Archive and store investment-related documents and other important electronic files.

Build brand equity by allowing clients to view their portfolios via a customized Web-based portal with your own logo, templated color themes, etc.