A simplified tech stack can make a big impact on your client service, especially when CRM and Portfolio Reporting tools work together. Join us for a live webinar to learn how using your CRM with AdvisorEngine’s Performance Reporting tools can help turn data into insights for your clients.
See how our client reporting tools bring rich data into personalized views to provide a clear understanding of what matters. Highlights of what you'll see:
Client access to portfolio data and reporting including holdings, transactions, and performance data, as well as portfolio and model analytics
Easy to use data aggregation solution that allows clients to link financial accounts and seamlessly integrate held-away assets and liabilities into comprehensive net worth reporting
Configurable client reports to build a one-off presentation for a client meeting, or automate the production of quarterly reports delivered directly to your entire client base through the client portal
