Our Awesome Core Features

As a “Thank you!” to our valued advisors, we built the Impact Series Portal to help service clients and win new business. You can guide a client/future client through an intuitive profiling process, have the appropriate models selected in real time, and generate a printable Investment Policy Statement – all directly through this application.


Client Profiling App

Easy to use risk tolerance & capacity tool to better understand your prospect and guide to the appropriate allocation.

Custom Reviews

On-demand statement upload to help you target new opportunities

Market Updates

Timely talking points to help you communicate through changing markets

Model Updates

The latest suggested allocations, specific to your custodian

Performance Updates

Most recent live performance vs. relevant benchmarks

Could Your Business Benefit From An Expanded Investment Team?