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High-Net-Worth Client Portals for Wealth Management
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
Other Wealth Management
Digital wealth management platform with client portals, portfolio management, and advisory tools. Features include account aggregation, investment proposals, goal-based planning, and secure client-advisor communication for HNW clients.
A comprehensive client portal that enhances client communication and engagement while providing real-time portfolio insights and performance reporting.
A customizable client portal that integrates financial planning tools, performance reporting, and client communication. Designed specifically for high-net-worth clientele to enhance engagement and service delivery.
An online platform that allows wealth managers to deliver customized investment solutions and performance analytics to high-net-worth clients, improving communication and client engagement.
An interactive portal enabling clients to access their portfolios, communicate with advisors, and receive tailored insights and recommendations. Designed to enhance relationship management.
Fidelity Wealth Services
By: Fidelity Investments
https://www.fidelity.com/wealth-management/wealth-services
By: Fidelity Investments
https://www.fidelity.com/wealth-management/wealth-services
Offers personalized financial planning, investment management, and access to a range of financial specialists. The platform features an intuitive client portal for tracking investments, financial goals, and asset allocation.
J.P. Morgan Online Banking
By: J.P. Morgan
https://www.jpmorgan.com/private-bank/solutions/wealth-strategies
By: J.P. Morgan
https://www.jpmorgan.com/private-bank/solutions/wealth-strategies
An exclusive client portal offering investment tracking, portfolio analysis, and financial performance assessment. Clients receive tailored insights and reports as well as a secure communication tool for interacting with advisors.
Northern Trust Wealth Management Portal
By: Northern Trust
https://www.northerntrust.com/united-states/solutions/wealth-management
By: Northern Trust
https://www.northerntrust.com/united-states/solutions/wealth-management
Includes an easy-to-use dashboard that provides clients with insights into their portfolios, performance metrics, and personalized investment strategies, along with secure messaging capabilities with wealth advisors.
Provides a suite of tools for wealth management including personalized client portals, portfolio management, and robust reporting features to track investments and manage financial goals.
Morgan Stanley Wealth Management Electronic Services
By: Morgan Stanley
https://www.morganstanley.com/wealthmanagement
By: Morgan Stanley
https://www.morganstanley.com/wealthmanagement
Offer clients an advanced online platform that includes personalized dashboard elements for tracking investments, secure document sharing, and interactive tools for managing finances and long-term planning.
Black Diamond Client Experience Portal
By: Black Diamond
https://www.blackdiamond.com/solutions/client-experience/
By: Black Diamond
https://www.blackdiamond.com/solutions/client-experience/
Provides a customizable client portal with portfolio performance reporting, document vault, secure messaging, mobile access, and financial planning tools integration. Allows for branded experiences and custom content delivery.
BlackDiamond Wealth Platform
By: BlackDiamond
https://www.blackdiamondreports.com/solutions/#wealth-management
By: BlackDiamond
https://www.blackdiamondreports.com/solutions/#wealth-management
BlackDiamond offers a unified solution for performance reporting, portfolio management, and client communication, providing advisors and clients with real-time access to investment information.
SS&C Aim is a comprehensive wealth management platform offering real-time access to a client's portfolio, investment performance analysis, and integrated reporting tools tailored for high-net-worth clients.