DASH

The Client Portal That Vastly Improves Communication

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See More Client Progress

Give your advisors super powers
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Goals

Create and keep track of short and long term financial goals

Wealth Map

See more assets, all in one place
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Performance

Display KPIs related to client accounts over time
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Retirement Planner

Simplify the retirement planning process
Responsive Portal - All the Features Clients Need

With all the Features Clients Need

  • Digital Onboarding
  • Engagement
  • Portfolio Management
  • Security
  • KYC
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Do More for Clients

Scale personalized advice and focus on when and where it matters most.

More Productive

Scale personalized advice to more clients

More Focus

Identify and manage risks before they happen

More Opportunity

Do more for your clients when it matters most

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Prioritize event detection notification list

How it Works

Get started with a live demo, launch our pilot program or activate the enterprise modular pricing.

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Connect Data Sources

3 examples: CRM Data, Demographic Data, Tax Data
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Detect Changes

3 examples: Job Change, Job Loss, Predicted Health Care Costs
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Capture Opportunities and Risks

3 examples: IRA Rollover, Update Suitability, Health Care Spending Plan

Outcomes

Revenue Opportunities, Compliance and Risk, Financial Wellness, and Productivity
Revenue Opportunities Outcome
Revenue Opportunities
Financial Wellness Outcomes
Financial Wellness
Compliance Risk Outcomes
Compliance and Risk
Workflow Outcomes
Workflow

Focus on clients who need you most, when it matters most.

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A Flexible and Embeddable Framework

Standalone Advisor UX

Get started quickly with our turnkey, single-page app

Embedded Components

Use micro front-ends into your existing client and advisor UX
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APIs

Leverage client data and operation tools to build your own experience or integrate quickly