WebCONNECT™

Collaborate with your clients online. Deliver personalized and real-time access to account information, messaging and document services

WebCONNECT™

WebCONNECT™ is a secure portal that quickly and clearly answers investor questions while connecting investors to advisors. Investors want to know their investment balances, allocations and to review recent account activity. WebCONNECT™ enables investors to see what they need in an environment that connects them back to their advisor. WebCONNECT™ is optimized for use in a variety of browser environments and can be accessed on many types of devices.

How WebCONNECT™ Helps Advisors and Investors

  • Provides a secure and always-accessible space to share documents with your clients.
  • Usage reports helps you understand the usage patterns of your clients.
  • Shadow Access helps you meet remotely, enabling the same browsing experience as your client.