Client Portal

Our client portal enables you to stay connected to your clients in an evolving digital world. You can leverage a complementary set of configurable modules that allow your clients to aggregate their personal finances to obtain a holistic view of their wealth and assess their financial health. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial Wellness Solutions powered by Yodlee that include Budgeting, Cash Flow, and Net Worth to name a few.

Check out the video to the see the advanced benefits of the client portal for your clients and kick start a more meaningful engagement with them today.