From investing to marketing to client management, a great business starts here.
eWealthManager is our online client management and account administration portal, and your control center for handling business you manage with us. It offers both advisor and client views, and the ability to co-brand to highlight your firm. From within eWealthManager.com, you can research investments, access marketing materials, rebalance existing accounts and much more:
- Set up and service accounts
- Investment research and due diligence
- Use eSignature to work efficiently
- See how clients are doing
- Tap custodial resources in one place
- See your practice in detail