Advisors: A majority of affluent individuals expect their future wealth management relationship to be digital. Discover the must-have features and offerings that you need to meet the needs of your clients.

1. Client Portal: Delivering the
Complete Wealth Picture
4 must-have features
for today’s client portals
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(“Advent”) for informational purposes only and should
not be construed as or relied on in lieu of, and does not
constitute, legal advice on any matter whatsoever discussed
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3. The digital client
experience is
becoming critical for
successful wealth
management.
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4. Copyright © 2015 Advent Software, Inc. All rights reserved.
64%
of all affluent individuals
expect their future wealth
management relationship
to be digital.
Source: Cap Gemini

5. Copyright © 2015 Advent Software, Inc. All rights reserved.
That statement is true for 80% of affluent
individuals under the age of 40.
Source: Cap Gemini

6. Copyright © 2015 Advent Software, Inc. All rights reserved.
65%
of all affluent individuals
say they will leave their
wealth management firm
if a full channel experience
is not provided.
That experience must include…
Source: Cap Gemini
Face-to-face time Phone access
Video conferencing
capability
Client portal
communications options

7. But a client portal isn’t
only about protecting
your business. It can
help expand it, too.
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8. Copyright © 2015 Advent Software, Inc. All rights reserved.
Not only will you be
able to manage more
clients with fewer
resources, you’ll be
able to give each of
them more individual
attention.

9. So what should you look for
in a client portal solution?
Here are four key features.
Copyright © 2015 Advent Software, Inc. All rights reserved.

10. Copyright © 2015 Advent Software, Inc. All rights reserved.
Elegant Interface
A user-friendly, graphic display.

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Mobile Friendly
The ability to view data on
mobile devices, optimized
for screen real estate.

12. Copyright © 2015 Advent Software, Inc. All rights reserved.
Account Aggregation
The ability to view all
of a client’s holdings,
including those
managed elsewhere.

13. Copyright © 2015 Advent Software, Inc. All rights reserved.
Reporting
Real-time updates
to client holdings and
the ability to generate
personalized reports
on the fly.

14. Learn more about these, and 3 other,
key features of a client portal solution.
Download our free white paper:
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www.advent.com/wealthpicture