Client Access

  • Asset Allocation by Asset Class or Asset Type
  • Comparative Holdings by Account
  • Estimated Income Report Summary
  • Estimated Monthly Income by Account or by Security
  • Gain Loss by Account
  • Holdings by Account or by Classification
  • Holdings by Equity Sector
  • Major Indices Performance
  • Portfolio Value and Benchmark
  • Portfolio Monitor
  • Portfolio Snapshot
  • Quarterly Performance
  • Realized Gain Loss (and RGL with Tax Lot Detail)
  • Unrealized Gain Loss (and UGL with Tax Lot Detail)
  • Consolidated Account Information
  • Online Documents
  • Portfolio Management Solutions and Trading
  • Market Research
  • Quotes
  • News from Leading Providers
  • Asset Movement Functionality
  • Mobile Banking
  • Integrations with Tax Planning Software