Create dashboards for your specific client types.
Utilize interactive dashboards with automatic data feeds to better develop your client relationships.
Create client portals with information curated to your client type from HNW,, institutional, professional clients and much more.
Client account information and analytics are automatically calculated by the system and displayed in meaningful plugins.
All client dashboards similar to all suites are accessible on any device. Internal staff and clients always have the right information at their fingertips.
Optimal user friendly portals
Connect with your clients.