Digital Advisor
Digital Advisor creates a complete solution for onboarding and supporting clients.
Build a complete digital solution
Our Partners
Complete solutions for complex integrations
With documentation and examples to get you started.
Capabilities offered
The Digital Advisor combines the capabilities of our other products with full proposal management through Open ENV APIs. This feature can be used for both custom advisor and robo-advisor solutions. The Digital Advisor gives firms access to:
Proposal management
- Full proposal management, including research and billing.
- Goal mod proposal support.
Full client management
- Full management of clients and family members.
- Client document support.
Additional functionality
- Service request processing.
- Performance reports and statements.
- Account access.