API’s Personal Client Portal platform gives each client a place on the Web to manage their financial affairs, according to a release.
API said the platform is integrated with some applications used by independent advisers, allowing for data such as performance reports and financial plans to automatically and securely display. Integration partners include Albridge Solutions, AssetBook, Black Diamond Performance Reporting, FinancialLogix, MoneyGuide Pro, Money Tree Silver Online, Orion Advisor Services, and RedTail Technology.
The Web site includes a “to do’ list function enabling advisers to send and receive action items to clients and allied professionals, such as estate planners, and track progress on these action items. The platform also provides a blog and comment function, RSS feeds, and personal finance articles screened to fit each user, the release says.
More information is available at www.advisorsites.com.