Whether you have hundreds of clients to serve, financial targets to hit, or need back-office improvements, Business Portal delivers a feature-rich toolkit that will automate and reduce your administrative workload.
Pay company expenses, third-party services, or outstanding bills all through your Business Portal.
Save time by paying multiple vendors at once through our Batch Pay feature.
Keep your vital documentation right in your Portal. Memorandums, licenses, invoices, or any docs your you need at hand can be uploaded, stored, or downloaded for easy access.
Gain the ability to access and communicate important documentation.
Keeping up with customer payments can be overwhelming. Now you can view and pay all your customers in one tab.
Learn more about what your customers or clients see on our User Portal.
Prepare supporting documents and signature forms to share with your clients. Manage investments from fund allocation to distribution.
Trust Platform also lets your customers hold investment in a variety of self-directed account types (IRAs, 401k’s, Trust Accounts, SEP’s).
As integral parts of most teams, developers need to access their tools in order to operate effectively. We’ve made it easy for your developers to house and generate API keys for optimal integration.
Learn more about our API.