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Panoramic Client Profiles
Panoramic Client Profiles
Know your clients with panoramic client profiles, including financial accounts, relationships, goals, and more — all integrated into a single client view.
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Financial Summary
Financial Summary
Get a single snapshot of all of your clients’ holdings with the ability to review individual account performance.
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Beyond Household Relationships
Beyond Household Relationships
Advisors can build relationships beyond the client with easy mapping of relationship context.
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Household Tasks and Events
Household Tasks and Events
Track tasks and events with each household member.
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Leads and Referrals
Leads and Referrals
Map centers of influence or relationships for leads and referrals.
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Achieve Client Life Goals
Achieve Client Life Goals
Create a collaborative financial plan based on life goals so you understand what is most important to every client.
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