Real-time reporting covering your clients' complete financial lives
We partner with Intuit to connect with 19,000 institutions across North America
Provide clients with detailed account analysis updated in real-time
Our partnerships connect you with thousands of households in need of advice
We automate manual tasks to free up your time for guidance
Customize your portal to match your brand, from logo and text to enabled features
Easily help clients set goals, conduct scenario analysis and track progress
Provide your clients with high impact portfolio data, free of complexity
Help clients track any transactions with natural language search
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