Client Portal and Reporting

Interactive’s client portal gives clients easy access to their full financial picture, as of the previous night, building loyalty and trust

Interactive’s web-based client and advisor portal allows you to provide clients with instant, secure Internet access to their own data, helping you keep existing clients and attract new ones. By providing a unique online service offering and facilitating the free flow of information between you, the client, his accountant, attorney and other representatives, you gain a competitive edge and can generate new revenue opportunities. The client access portal enables you to:

  • Provide clients with secure access to his or her financial information, reports and documents
  • Customize your client’s view/portal based on their needs and preferences
  • Give your clients a two-way communication vehicle to both send and receive documents, stored in our secure document “vault”
  • Establish your brand, as well as create cross-sell and up-sell opportunities, by personalizing the portal through the addition of your firm’s logo

Interactive’s client reports reinforce your service-driven mindset

Interactive’s comprehensive client reviews can be pivotal in helping you demonstrate to clients your expertise and concern about their financial health. These reports enable you to track your clients’ overall success in achieving short- and long-range goals, while highlighting the performance of the overall portfolio along with the individual assets. Your client presentation will leverage Interactive’s unified database, underscoring the importance of integrating portfolio performance with financial planning. If you choose, you can combine any of the single Client Review reports to create your own customized reporting package.

Interactive’s comprehensive reporting helps you track your clients’ overall progress toward goals