An award-winning mobile app.
For you. And your clients.
Named the “Best Client-Facing Technology” by MorningstarAdvisor.com, our mobile technology fulfills your most critical reporting needs. This powerful app features improved access to account and market data, with a faster, easier-to-read presentation. The latest version supports high-resolution retina displays, allowing you to view and present information with pixel-perfect quality. This app offers the best of both worlds — not only can it give you access to your book, it also gives your clients access to their accounts.
Also available:
3 powerful apps
from our 4 custodian partners
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