For investors:
- Individualized investment criteria and selection
- Personalized and robust reports to understand investment progress and potential market impacts
- Clarity around investments and fees
- Hypothetical statement unique to client circumstances
For advisors:
- Fully digital experience from entering client information to proposal delivery
- Guided experience makes it easy to find and compare investment options
- Complete only the items you want and defer those you don’t
- Pause and save progress or assign to other team members