THE NEXT GENERATION OF WEALTH PASSPORT
More Powerful. More Intuitive. More Focused on What's Important to You.
- Introducing Portfolio Explorer - a dynamic search application to put financial information you want right at your fingertips.
- Enhanced Personal Dashboard - so you can more easily customize the financial information that is most meaningful to you.
- Expanded Reporting - view and generate customizable reports, from high-level summaries to detailed holdings.