As well as the secure and efficient document sharing and messaging, you will also benefit from delivering automated, consolidated net worth reporting under a single login. Valuations are directly from the platforms you use as well as advanced account aggregation allowing your clients to see a single dashboard of their entire wealth. Portfolios, properties, personal finance accounts and important financial paperwork. Secure, organised and tracked, under your brand.
- Follow up contact name: Sim Sangha
- Follow up contact email: firstname.lastname@example.org
- Website address www.moneyinfo.com