So what is Modestpark?
According to InvestmentNews, 78% of advisors have client portals for account access. However, there is a clear difference between standard information access and a personalized client experience.
An innovative client portal can serve as an important point of differentiation for advisors who want to promote the more personal aspect of their service offering. Modestspark can help your firm power the client experience and – as it supports integration with SS&C Advent APX, Axys, and many other systems – it’s easy to get started.