Branded, integrated prospect portal creates a branded Advisor environment that allows a prospective client to onboard through your unique workflow. The prospect registers, and digitally integrates their current accounts directly into your investment operations center. No more manual statements, or hand entering their current holdings into your proposal tool. We do not send our prospects out to a third party for web scrub aggregation, only to send them back to a new site for reporting. It all happens in the same environment. Collect client profile, concerns, and objectives all on the front end digitally. Data drives workflows. Collect it efficiently.