Responsive Dash is a holisitic wealth management dashboard that vastly improves communication. Clients can fund accounts, see their investment performance, access tax and account documents, communicate with their advisor, and engage with AI-generated recommendations.
Informative design in financial applications is now something that’s expected from consumers. Surprise and delight them by making it easy for clients to submit files, requests, and chat with advisors directly.
Fully visualize and make accessible all relevant client account information. Let clients see a holistic picture of their financial wellbeing, so that they can actually see their interests being taken care of.
See investment performance historically and in real-time. Give clients direct access to know how well their investments are doing, so they have peace of mind.
View your clients financial wellness. Understand their needs and priorities. Have conversations that keep them on track and enrich their lives.
Reduce back-and-forth communication about documents by making them readily available for clients. Clients can access tax documents, account statements, and all other files in Dash.
Level up client-advisor communication by integrating Intercom with Dash, so that clients can ask questions and get answers in real-time.
Protect clients with our industry-leading security implementations with Multi-factor Authentication (MFA) and internationally-recognized compliance standards.
Rapidly fund accounts using EFT or transfer of existing holdings. Industry-leading custodian integrations are available to automate this process.
Responsive Dash is a holistic wealth management dashboard that vastly improves communication. Clients can fund accounts, see their investment performance, access tax and account documents, communicate with their advisor, and engage with AI-generated recommendations.
