Previously known as Client Access, ClaimsPro Connect introduces improved features in response to an increased demand in the marketplace for more advanced management and claims reporting data.

The Client Reporting solution from Smart Communications is built on secure, cloud-based platform that enables companies to serve their clients with truly interactive, digital-first investment ...

The Apex UMA Program helps to enhance simplicity and consistency in client service. Apex UMAs utilize Envestnet technology, where investment advisors can also find robust client reporting, efficient ...

First Rate and InvestSuite join forces to integrate StoryTeller into the First Rate Core 2.0 platform, bringing next-generation narrative reporting to wealth management clients.