Powering the client experience
According to InvestmentNews, 78% of advisors have client portals for account access. However, there is a clear difference between standard information access and a personalized client experience.
An innovative client portal can serve as an important point of differentiation for advisors who want to promote the more personal aspect of their service offering. Modestspark can help your firm power the client experience and - as it supports integration with APX, Axys, and many other systems - it’s easy to get started.
Powering the Client Experience
Bring investment and performance data to life with a robust, dynamic and visual client portal that integrates with your existing portfolio management system.
Visualization for Everyone
Rich graphics, interactive charts, and easy to read reports are front and center within a fully-branded, online, and mobile friendly application.
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Discover how Modestspark will support your client relationships, today and into the future.