In today’s competitive business world, it is important for you, legal and tax professionals, to increase your client base and provide superior client service. In the past, financial advisors and other financial professionals often overlapped but did not team up successfully.
Now, with advances in technology, financial advisors can collaborate with CPAs, attorneys and banking professionals in a win-win situation to leverage client relationships.
When you add your clients to the system, they will enjoy their own personal financial website with a view of all their finances – allowing them to better understand and have more control of their finances.
You will be able to offer your clients additional services while retaining them as your clients and remaining their primary contact.
Key Features of the Wealth Management System
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Clients receive a comprehensive view of their financial picture on their personal financial website.
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With client permission, you can view designated areas of a client’s financial picture through the Alliance Program.
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Clients’ account balances are updated nightly.
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You gain a greater knowledge of a client’s financial picture, helping you to assist them more effectively.
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Alerts & Alarms notify the team of an event or a significant change to an account.
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Copies of your client’s important legal or personal information can be stored in a secure encrypted online Vault.
