CONNECT™ is a secure portal that quickly and clearly answers investor questions while connecting investors to advisors. Investors want to know their investment balances, allocations and to review recent account activity. CONNECT™ enables investors to see what they need in an environment that connects them back to their advisor. CONNECT™ is optimized for use in a variety of browser environments and can be accessed on many types of devices.
How CONNECT™ Helps Advisors and Investors
- Provides a secure and always-accessible space to share documents with your clients.
- Usage reports helps you understand the usage patterns of your clients.
- Shadow Access helps you meet remotely, enabling the same browsing experience as your client.