Feature · what this software actually does
Client portal & document vault
Secure two-way doc exchange — statements, tax returns, estate docs — anchored to the household.
assistedSoftware drafts, a person approves.
Vendors that ship this
Leaders
- Emoney Advisor
- Moneyguidepro
Adjacent
- Rightcapital
- Advyzon
Build vs buy verdict
buy
Table stakes feature; almost always inside the planning suite, not a standalone purchase.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Data intake & account aggregationannualTax returns parsed in minutes, accounts linked via aggregator, statements scanned — not 6 weeks of email back-and-forth.
Most relevant for
- Mass-affluent
- HNW
- UHNW
- Family Office
- Retirement (401k / DC)
Test yourself · topic quizTuned · Client portal UX
Multiple-choice — different from any drill above.
Or play and read