A Simpler Workflow
Securely log in to view all activity in one place: performance, investment choices, market trends, execution records, manager roadshows, educational content and more.
View client investments by portfolio or investment, track fund and other product performance and easily access reports.
Experience convenient operations with automated, electronic subscription and redemption documents, indications of interest and notifications.
Our platform is flexible and can create multiple secure environments
for different user types and/or views that your firm may need.
Our open-architecture platform easily plugs into all custodians and
internal reporting systems.
Our member services team offers personalized meeting and event schedule coordination, including roadshows and conference calls for advisors.