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Financial Advisor Web Portal
Financial advisor companies can now manage their clients information in an easy to use tool that provides you and your clients with up to the day interactive reports using information from your Schwab Portfolio Center.

That's right, no more printing and mailing reports or creating pdf's and manually uploading them for each client to your web site. Better yet, your clients have the ability to customize 3 different reports by date range - no more static monthly reports! You and your clients can look at their information by Week, Year, Quarter or what ever combination fits them best. This allows your clients to get the information they need 24 hours a day.

ALSO INCLUDES:  Document Vault - for internal employee documents and individual client documents. Reminder System - Remind each client of up coming events or items you need from them. You can also post a global reminder for all clients through the system. Update Client Information - Allows your clients to review & update their own contact information saving you time on the phone trying to keep your client information up to date each year. Merges with Portfolio Center and Junxture.


Starter Web Sites - Do you need a web site but don't have the budget for a full blown internet application? AES can help you with our Web Site Starter packages. From a simple static web site to a simple e-commerce package AES Solutions will keep your budget in mind. Contact us to learn more about our starter packages.

 

 

     

CONTACT US  | 12351 W. 96th Terrace, Ste.101  |  Lenexa, KS 66215  |  Located in the Kansas City Metro Area