An advisor branded client portal that offers clients an intuitive and secured access to maintain financial information, important documents, and allows advisors to streamline the financial planning process.

Financial advisors are increasingly experiencing margin pressures. At the same time, more and more clients are looking for instant access to their information. Being environmentally conscious (“green”) is also important to many Gen X, Gen Y, and late boomers. The Client Information Center (CIC) was designed to provide financial planning efficiency and collaborative document sharing. It also provides a powerful alert capability and integration with leading CRM packages. Priced at only $39 per advisor per month, this easy to use software can be accessed anywhere, anytime, via any computing device including tablets and smartphones. Click here to download the full release.