Enhance the scope, quality and frequency of advice PortfolioScope empowers advisors at all skill levels to provide deeper, more targeted investment insight. Clear, well presented reports available on demand via the web, equip them to communicate that insight to clients. Advisors can be alerted when a client accesses their virtual portfolio, giving the advisor a valuable opportunity to connect. The natural result of this elevated level of service is a larger share of client assets under management. Optimize advisor and support staff productivity PortfolioScope automates and standardizes account consolidation and portfolio reporting, making premium portfolio accounting services accessible to your entire advisor and client base.
Reports are presentation quality, and can be delivered online, via email or in print.
PortfolioScope helps you translate your full service model to the web in the form of a tangible service extension.