Information Technology & Services - New York, New York, United States
Empire is a mobile-focused portal that aggregates all client information into a cloud-based platform. This allows advisors, clients, and their families to organize the complexities of life and its finances, with complete flexibility in how permissions and privacy are structured. Gain detailed insight of assets, investments, documents, contacts, important dates, estate planning, health information, philanthropy, and everything in between. Elegant, interactive reports and a mobile app lend additional empowerment and transparency.
Outlook
Hubspot
Route 53
Mobile Friendly
Amazon AWS