The Client Portal Platform enables a revolutionary new way for advisors to practice: straight-through processing of tasks for clients.
The Platform from Advisor Products integrates with almost all of the major systems used to manage an advisory firm—portfolio management, financial planning, CRM, and others. It makes almost any advisory firm more scalable and efficient, and clients experience better service.
While almost all software systems for advisors come with client-facing features, the Advisor Products Client Portal Platform is the only dedicated client communications system in the industry. It’s not built on top of a CRM, financial planning, or portfolio management system. This frees you to select best-of-breed applications to manage your practice and hire a separate vendor dedicated to delivering the best integrated client communications solution ever offered to advisors:
- Integrated with AdvisorVault for secure encrypting and sharing of documents
- Leverages AdvisorVault’s automated client communication console
- Automatically displays reports from web-based portfolio management systems
- Enables batch PDF or HTML reports from Schwab PortfolioCenter and Advent Axys
- Integrated with many CRM systems used by advisors
- Automatically pulls and displays tasks you completed for each client from your CRM
- Automatically pulls key metrics from financial planning systems
- Enables collaboration with lawyers and accountants
- Each client’s portal branded to match your company's website
- Proprietary wealth management news articles personalized to each individual client
- Personal RSS feeds about wealth management filtered by us for editorial value
- RSS feeds can be added by clients
- Calendar to display client appointments
- Full-featured blogging for advisors
- Blog optionally fed to your firm's public marketing site
- Refer-a-friend prospecting tool
- Detailed reports show client usage of portal
- Links to quotes, charts, news, and analysts' meetings for all securities in portfolios
Personal Client Portals is available with an Advisor Products website or as a stand-alone product.
2-minute Video
Performance Reporting
Our Personal Client Portal platform integrates with many of the leading online performance reporting applications, giving your clients a snapshot of their top holdings, asset allocation, and portfolio performance alongside advisor-client communication tools and custom-written articles that focus on their long term investment goals.
- Albridge® Solutions
- AssetBook™
- Black Diamond Performance Reporting™
- Orion Advisor Services, LLC
With Advisor Products’ performance reporting solutions, you can quickly and seamlessly upload Advent Axys and Schwab Portfolio Center reports to your clients’ secure online document vaults. Now you can distribute portfolio reports more frequently, economically, and effortlessly than ever before.
- Advent Axys®
- Schwab PortfolioCenter®
| Features |
Albridge® Solutions |
AssetBook™ |
Black Diamond Performance Reporting™ |
Orion Advisor Services, LLC |
Advent Axys® |
Schwab PortfolioCenter® |
| Top Holdings |
X |
X |
X |
X |
X |
X |
| Asset Allocation |
X |
X |
X |
X |
X |
X |
| Performance |
|
X |
X |
X |
X |
X |
| Realized Gain/Loss |
|
|
|
|
X |
X |
| Unrealized Gain/Loss |
|
|
|
|
X |
X |
| Transactions |
|
|
|
|
X |
X |
| Single Sign-On |
|
|
X |
X |
N/A |
N/A |
CRM
With Advisor Products’ CRM integrations for Personal Client PortalsTM, managing your client relationships has never been easier. You can assign tasks to clients or your own support staff from within your Redtail, XLR8, or E-Z Data CRM system, and it will display automatically in the Personal Client Portals system. You can also export client information from your CRM system to easily set up new portals.
- E-Z Data SmartOffice
- Redtail Technology, Inc
- XLR8
| Application |
Display Advisor Tasks |
Display Client Tasks |
Client Request Tasks From Advisor |
Client Can Comment On Tasks |
Easy Setup Of Clients In Portal |
| E-Z Data SmartOffice |
X |
X |
|
X |
X |
| Redtail Technology |
X |
X |
X |
X |
X |
| XLR8 |
X |
X |
|
X |
X |
Financial Planning
Personal Client PortalsTM can integrate financial planning applications to each client’s personal portal, helping them better understand their financial plan and providing a portfolio snapshot that includes asset allocation, top holdings, and a statement of net worth. A single-sign-on feature lets them click through to the planning application for more details, and questionnaires can also be integrated with the Portals platform.
- Finance Logix®
- MoneyGuidePro™
| Application |
Top Holdings |
Asset Allocation |
Net Worth |
FP Tool |
Questionnaire |
Single Sign On |
| Finance Logix® |
|
|
|
X |
X |
X |
| MoneyGuidePro™ |
X |
X |
X |
|
|
X |
Account Aggregation
Account aggregation services bring all aspects of your client’s financial life to their personal financial portal. Clients can track their bank accounts, credit cards, student loans, mortgages, and other assets and liabilities all through the personalized financial portal that you’ve provided them. This deepens their involvement in their financial plans and gives you the opportunity to offer additional value-added services.
- Advisor Exchange, LLC
- ByAllAccounts
| Application |
Top Holdings |
Net Worth |
Asset Accounts |
Liability Accounts |
Insurance |
| Advisor Exchange |
X |
X |
X |
X |
X |
| ByAllAccounts |
X |
|
X |
X |
X |
Form Filling
Allowing clients to input their own financial and demographic data will save you time and money and assure that your clients’ records are kept up-to-date. With the Laser-App integration for Personal Client PortalsTM, your clients’ data can then be used to automatically complete any of hundreds of forms in seconds.
How Bill Neubauer Eliminated 20 Days Of Busy Work While Doubling Assets Under Management
As he added new clients to his one-man firm, Bill Neubauer was getting bogged down with menial tasks. To continue to grow his clientele without adding support staff, he needed to become more efficient. Personal Client Portals was Neubauer's solution.
6 Ways To Make The Most Of Your Web Site
Whether your web site is an online brochure to attract prospects or tool to enhance client communication, small changes can generate big returns.
Personal Client Portals Highlighted In Orion Advisor Services Newsletter
In the Operations Insight column of the November 2009 "Coordinates" newsletter by Orion Advisor Services, readers learn how Advisor Products' Personal Client Portals can integrate with a firm's marketing website, CRM, and financial planning system to create a more "sticky" client experience.
Account Aggregation For Advisors
Since we receive a lot of questions from advisors who would like to provide aggregated account information to their clients, I am going to answer some questions here.
Boost Your Blog's Search Engine Ranking
On advisorsforadvisors, the new practice management website, advisor blogs are being aggregated, which makes it easy for advisors to see what other advisors are blogging about. This can give you ideas for your own posts or inspire you to start writing your own blog. More importantly, being listed on the blogroll can help boost your blog's search engine rankings.
Investment News Writes About Advisor Products-Redtail Integration
Using the portal technology of Westbury, N.Y.-based Advisor Products, financial advisers can set up a secure financial web page for each client, writes Davis Janowski of Investment News. That dedicated page will allow clients to access their account data from advisers’ portfolio management, financial planning and CRM systems, as well as market data.
Advisor Products, Redtail CRM Partner On Software Integration
Software integration is the Holy Grail for companies that serve financial planners these days, writes Donna Mitchell of financial-planning.com. Advisor Products, which provides technology and marketing services for advisors, and Redtail Technology, creator of a widely used customer relationship management (CRM) product, have joined the march.
Advisor Products' Client Portal Extends Redtail CRM For Financial Advisors
Advisor Products and Redtail Technology, developer of a widely-used CRM system for advisors, announced a client-facing CRM integration that will expand the reach of Advisor Products' Personal Client Portals.
Redtail Technology Integrates With Advisor Products
Integration between Advisor Products and Redtail extends one of the advisory profession's most powerful customer relationship management (CRM) software applications to a client-facing application.
Online Portfolio Reporting Upgrade
Advisor Products just launched a streamlined interface for firms using AdvisorVault™ to upload portfolio reports from the two most widely-used portfolio reporting systems, Schwab’s PortfolioCenter® and Advent’s Axys®.
Personal Client Portals Interface Transforms XLR8 CRM System Into Client Communication Tool
While CRM systems have long been used by advisory firms to manage their contacts and track tasks assigned to staff, the Advisor Products interface with XLR8 allows an advisory firm to manage and track client “to-dos.”
A Breakthrough In Advisor-Client Communications
To-Do Manager has been integrated with XLR8, a leading web-based CRM system, to create straight-through processing of client to-dos from your CRM system to your clients.
The Elephant Wrecking Your Revenues
To once again thrive after the economy stabilizes, advisory firms must change their marketing message to target prospective clients who are more fearful than they were ever before. These are people who will be much less trusting and you must direclty address the new mindset.
Surprise! Account Aggregation Works!
Personal Client Portals now offers integration with Advisor Exchange and is developing integration with By All Accounts, another account aggregation firm. While account aggregation is still a burgeoning arena, Advisor Exchange’s system works surprisingly well, is incredibly useful, and is easy to set up with your Personal Client Portals.
When A Rose Is Not A Rose
Many tech vendors serving advisors are marketing client-facing pages and calling them client portals, but they are using the term all too loosely. At Advisor Products, we’ve been offering our Personal Client Portals platform for a year now, and what we have is truly a portal. We are bringing in data from dozens of sources, including a long list of professional applications.
Albridge-Portals Alliance May Transform Financial Planning
The recent integration of Albridge Solutions’ portfolio performance reporting application and Advisor Products Inc.’s Personal Client Portals™ system makes any advisory firm more scalable, efficient, and client-centric. But what’s more exciting is that it will promote financial planning to millions of American households by making it easier for them to understand, measure, and manage their progress toward achieving long-term financial goals.
Advisor Products Launches Personal Client Portals Platform
The first application dedicated solely to managing communications between financial advisors and their clients was launched today by Advisor Products Inc., a leading marketing firm serving 1,800 independent financial advisors.
Advisor Products Rolling Out Collaborative Features and Integrations with Other Products
Davis D. Janowski recently received an interesting demo from Andrew Gluck of some soon-to-be-available features of the company's top-shelf adviser website offering. These new offerings are at the forefront of a wave of similar collaborative features we'll soon be seeing in various platforms and online applications.
Investment Advisor Magazine says Personal Client Portals "enable clients and advisors to interact more often and with greater ease than ever before"
Bob Clark of Investment Advisor Magazine explains how Personal Client Portals can enable an interaction between advisors and clients that is far more frequent, intimate, and interactive than has ever before been possible. "Think of the potential in having your clients regularly logging on to a site that positions you as their first and best solution for ther financial needs and questions," says Clark.
New Blog Service Launched
Blogs are an excellent way to market to clients. You cement relationships by reinforcing views that you are both accessible and informed. You can also use blogs as a way to add valuable content to your website, benefiting both current and prospective clients. Whether or not you have the time and ability to write your own blogs, this opportunity to reach your contacts should not be missed. That's why Advisor Products is now offering a blog writing service to help you take advantage of this key marketing tool.
Interface For Black Diamond Reporting
Advisor Products added an interface for Black Diamond Reporting to its Personal Client Portal platform this past week, allowing financial advisors to securely stream holdings, asset allocation, and performance data to individual clients automatically daily. Using the latest technology for integration, an XML Web Service, the interface between Black Diamond and Advisor Products feeds each client of an advisor continuously updated performance reports with no work required by the advisor.
Teams Supported On Portal Platform
If you work with estate planning attorneys, tax specialists, and other allied professionals, we’ve added a valuable new feature to our Personal Client Portal (PCP) platform to support your practice. This innovative new feature will let you provide superior client service, and is a differentiator that can be used by your firm when marketing to prospects. It will allow you to grow your business by increasing your firm’s efficiency and scalability.
An Entirely New Software Category For Advisors
The Personal Client Portal Platform is like no other product now offered to advisors. It serves a need that has long existed but that no one has ever before tried to address. I believe this is the most innovative product we’ve ever offered, and it will transform the way independent advisors use the Web to serve their clients.
Personal Client Portals helps advisors keep up with clients' growing Web needs, says Boomer Market Advisor magazine
A study of baby boomers shows a significant increase in Internet usage in increasingly diverse ways. That's great news for firms that use Personal Client Portals to communicate with clients and an endorsement for the direction API is taking with the platform.
Building Client-Centered Websites
Journal of Financial Planning discusses the growth of client-centered websites for financial advisors—and how Advisor Products is helping to lead this trend.
Advisor Products May Start An Advisor Blogging Revolution
Wealthfly, a blog for independent advisors and planners, explains the importance of financial advisors using blogs to communicate with clients, and credits Advisor Products with innovations that will help bring blogs to the forefront of the financial advisory profession.
Gluck On Client Portals
Advisor Products CEO Andrew Gluck, appearing on Moneyshow.com, explains the challenges that financial advisors face in marketing themselves in the Internet era.