PARTNER WITH US TO DELIVER SCALABLE, PERSONALIZED, AND TAX EFFICIENT PORTFOLIOS
Watch the video below to see how Client Connect simplifies working with MainStreet Advisors to monitor, update, and implement portfolios efficiently.
YOUR TRUSTED INVESTMENT PLATFORM
Technology-Enabled Portfolio Management
CLIENT CONNECT PORTAL
A Modern Portal for Institutional Clients
Client Connect streamlines the interaction between MainStreet Advisors and our partners by providing a centralized location for everything from proposals to portfolio reporting, documentation, and communications.
Clients can:
- Communicate securely with our team
- Update Client Preferences/Requirements
- Download portfolio reporting and documents
- Access investment research
- ACCOUNT ONBOARDING
- INVESTMENT POLICY STATEMENT [IPS] MANAGEMENT
- CASH RAISE/DEPLOYMENT
- TRADE IMPLEMENTATION
- PROPOSAL GENERATION
- SECURE COMMUNICATION
Client Connect simplifies the operational workflow between your team and MainStreet Advisors, allowing portfolios to be monitored, updated, and implemented efficiently every day.
Continuous investment in technology
Technology is a core component of our long-term strategy. We continue to invest in our systems to improve portfolio oversight, client transparency, and operational efficiency for the institutions we serve.
Experience Client Connect
Watch the overview video or schedule a demo to see how our technology platform supports institutional portfolio management.
