The Powerful iPad version of the client experience.
65% of client visits end up on a performance view. This is an interactive view of how you’ve been doing and how the market is performing.
We can also allow users to model hypothetical future performance, introducing some education about how asset mix can influence growth.
Allocation and diversification are almost as crucial to investment success as client behavior, but understanding them can be both boring and confusing.
This experience earned a patent.