Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
Advisor View provides actionable insights into your client portfolios. Each team member can define a custom reporting dashboard and view dynamic reports by advisor, household, firm, or any custom grouping that best supports how they service their clients. Easily edit and run dynamic reports and drill down to actionable account details. Advisor View also calculates daily intervals, giving you the flexibility to view information for any date range.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.