See your firm wide data across all your accounts
Run a web report for a household or account
Push a web report to PDF for download
Household and account maintenance (renaming accounts, adding accounts to households)
Take bulk actions (assigning fee structures, benchmarks, etc.)
Securely share files
Add and view held away accounts
In their portal, clients are able to:
See their data at the household or account level
Download reports and invoices
Securely share files
Add held away accounts