Bring hard to read tables and long format statements to life
Modestspark allows Wealth Managers and Investment Advisors to easily create rich, dynamic and visual charts and diagrams. Unlocking your data with interactive charts and easy to read reports. Giving you a client portal that elevates your business, and brings financial performance data to life.
Provide a secure and unlimited Document Vault
Load important client documents individually or in bulk, post shared files to everyone and share internal documents privately. Unlimited storage means you'll never have to worry about running out of space.
Leveraging Amazon Web Services as a storage backbone provides you with 99.99999999% durability for active, frequently accessed data.
Easy client on-boarding and registration
Invite clients to self-register with just a few clicks. And free up your Office Administrators or Customer Service teams by giving clients easy access to password reset and account maintenance options.
Enterprise-grade cloud security
Modestspark is entirely cloud-based, powered by one of the world’s largest providers of cloud computing resources. Your data will be stored in your choice of either a U.S. or Canadian-based data center.
Multi-factor Authentication is available as well to add an extra layer of security.
Conduct client reviews with one-click
Advisors see exactly what their clients see. Conducting client reviews with one-click, publishing relevant commentary, evaluate clients’ progress and execute goal tracking within one shared interface.