Increase your earnings—and your clients’ wealth
Fact: Wealth Portal 360™ makes you a better wealth manager. How? Through this secure, web-based portal offers a
real-time snapshot of all of your clients’ assets: investment accounts, checking and savings accounts, real estate
holdings, collections of art, cars, or jewelry, and more.
Wealth Portal captures your clients’ complete financial picture in one easy-to-navigate dashboard. You’ll manage your
accounts more efficiently, gain a competitive edge, and increase your earnings while increasing your clients’ wealth.
Plus, with this easy-to-use format, your clients will be actively engaged in their own asset management. And because the
portal is customized with your company name and logo, every time your clients log on, your name is front and center.
FIND OUT MORE ABOUT OUR SOLUTION FOR YOUR FIRM
You can expand your level of service to your…
Now you can aggregate all your client’s accounts…
You can improve your brand and grow your business…
Is a powerful wealth-management tool
You now have the one tool you need to manage your clients’ assets and cement your position as their trusted financial
Increases your earnings
All of your clients’ assets are at your fingertips, allowing you to offer a broader suite of services and products to boost
their net worth and increase your earnings.
Gives clients a complete, updated picture
Your clients get a concise, up-to-the-minute view of all their assets. They love it!
Is affordable and portable: It works seamlessly with your existing systems
The Wealth Portal 360™ is a robust, Internet-based enterprise system. But unlike other systems, it’s priced with
independent advisors in mind. For the first time ever, you can have the same tools as big wire houses. And because
Wealth Portal is Internet-based, it works with any browser.