Visualize Wealth

NEXT-GENERATION MOBILE INVESTMENT REPORTING easy-to-understand, highly visual investment reports, conveniently placed inside a user's primary banking mobile application Visualize Wealth lets investors: - 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 Visualize Wealth lets banks: - Further engage customers by offering aggregated investment reports—including accounts at other firms—within 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