For Investors

With Visualize Wealth investors can:

  • See their investment performance compared with other investors and their personal benchmarks
  • Understand their investment allocation, fees paid, and amount of risk in their investments
  • Have accurate and meaningful benchmarks constructed automatically for all accounts and financial goals
  • Create and track investment goals and assign funds from different accounts to those goals

For Banks

With Visualize Wealth banks can:

  • Further engage customers by offering aggregated investment reportsincluding accounts at other firmswithin the bank’s mobile application
  • Nurture loyalty by providing customers with their most valued investment information
  • Build customer trust by being the only available source of objective reporting for aggregated portfolios
  • Promote financial literacy and investor empowerment of their customers