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TECHNOLOGY PROVIDERS Client Portals
ASSETBOOK
Valian
Valian is the industry’s first advisor-led engagement portal that modernizes how financial professionals interact with their clients. Advisors can communicate and collaborate with clients through Valian’s robust and intuitive solutions: Detailed views of advisor-managed and non-managed accounts, document sharing, and powerful modern features like an SEC-compliant in-app chat. Within Valian, clients can access both advisor-managed and unmanaged accounts from a single place, including investment accounts, credit cards, and bank balances, Valian also places clients’ financial goals front and center to enable a long-term focus on the big picture, and its first-of-its-kind SEC-compliant chat feature allows live, in-app conversations between advisors and clients. Clients have the ability to add family members to Valian as well, increasing advisors’ opportunities to engage the next generation.
AssetBook’s portfolio management platform and client engagement app will help you provide holistic financial planning, captivate your clients, and build a thriving business, all while putting time back in your day.
194 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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