The wealth management platform for Financial Advisors.
- Key Features
1. Variable annuities
UNIQUE tool for managing your clients variable annuity portfolios
Interactive guide to selecting the right ETF for your clients
Key facts, figures & analytics of US equities — in one place
Manage your clients’ other portfolios—ETFs. mutual funds, equities etc.
5. Client Apps
Increase client engagement, retention
Bug fixing and security improvements.
Ratings and ReviewsSee All
Great App for Keeping track for your investment
I love this app, keeps me up to date with my retirement insurance variable annuity accounts as well as my other investment portfolios. As soon as my finance advisor performs any portfolio changes I get immediately notified about approval for portfolio changes either I accept it or decline it based on situation, App keeps me updated with latest news about my equities I own...great app works for me perfect!!
With Family Sharing set up, up to six family members can use this app.