Advisor WebCenter™ A Customized Firm-Branded Web Site for Extending Services to Your Clients.
Leverage the technology, industry expertise, third-party relationships and service quality available with Advisor WebCenter to create a firm-branded Web site with functionality typically available only to larger financial institutions.
With Advisor WebCenter, a dedicated design team will create a customized, firm-branded Web site for you that includes ongoing maintenance, support and hosting services. Its integration with PortfolioCenter® allows you to provide your clients with convenient views of their current account data and portfolio performance online.
Advisor WebCenter also offers account aggregation services, which allows your clients to view their online accounts, including financial accounts not managed by you, and give you permission to view their account information. Powerful communication and research tools are also included so you can communicate more efficiently with clients and conduct in-depth research. Differentiate your firm from the competition with Advisor WebCenter.
To learn more about Advisor WebCenter go to www.advisorwebcenter.com.
