Advisor Portal
The Advisor Portal consolidates essential back-office and client management tools into a single dashboard, enhancing efficiency. Advisors can craft personalized proposals, manage trading and billing seamlessly, and utilize BeFi-enhanced planning tools. With an intuitive client portal and mobile app, it fosters stronger relationships while supporting scalable business growth through automated processes.
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Top Advisor Portal Features
- Personalized client proposals
- BeFi-driven financial planning
- Mobile app access
- Seamless trading integration
- Customizable reporting options
- Automated monthly fee billing
- Intuitive client portal
- Household level rebalancing
- Direct custodian integration
- Easy-to-use actionable insights
- Step-by-step investment workflow
- On-demand operational outsourcing
- Video training resources
- Individual support channels
- Flexible investment solutions
- Centralized selling agreements
- Resource constraint management
- Technology customization options
- Market commentary subscriptions
- Continuous wealthtech updates
