The Solution

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.

Why choose this solution

Branded mobile experience
Billing statements with publishing and tracking capabilities
Cooperative goals creation and monitoring
Client portal with rich visual reporting
Unlimited document center (client and advisors)
Advisor dashboard with collaborative client reviews, client summary and timeline
Dynamic statements and portfolio history
Social media integration and commentary

Request a demo

Discover how Modestspark will support your client relationships, today and into the future.