Modestspark

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

CONNECT WITH YOUR CLIENTS

Modestspark provides your advisory firm wealth reporting, document management, and a digital service platform that integrates seamlessly with your current wealth management system. Designed with the advisor and their clients in mind, Modestspark will help your firm deliver the ultimate client experience.

BENEFITS AND CAPABILITIES

1
Branded mobile experience
2
Client portal with rich visual reporting
3
Dynamic statements and portfolio history
4
Billing statements with publishing and tracking capabilities
5
Unlimited document center (client and advisors)
6
Social media integration and commentary
7
Cooperative goals creation and monitoring
8
Advisor dashboard with collaborative client reviews, client summary, and timeline
9
Supported integration to APX or Axys

Learn More about Modestspark

ADDITIONAL RESOURCES

Modestspark Product Brief

NEXT STEPS

Want to learn more about how Modestspark can help you deliver the ultimate client portal? Talk to your service representative or one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

CONTACT US

To speak to a Modestspark representative immediately, please dial 206.854.5617 or email info@modestspark.com.