Wealth InFocus reimagines regulatory and transactional communications for an omni-channel world.

Uniquely designed from the perspective of the investor and their relationships with the advisor and firm, Wealth InFocus is transforming digital and print communications and increasing investor engagement. The experience is designed to take an investor-centric approach by consolidating, aggregating, and presenting the most important information to investors across various account and regulatory communications, including statements, confirms, proxies and prospectuses. Investors can quickly and securely contact an advisor, view key account information, gain insights, and review action items and events across channels, including email, text, microsites, and print.

• Consolidates transactional and regulatory communications into a new omni-channel experience, making it easier for investors to consume and better understand account details on the channels they prefer
• Built on a foundation of proprietary investor research, advisor feedback, and innovative design, utilizing the Cloud and an API-driven infrastructure
• Enhances the connection between investors, advisors, and the firm, driving more value and digital engagement 
• Combines data elements in customizable templates and modules, creating a differentiating, simpler, and actionable experience
• Designed to meet applicable brokerage regulations and security requirements while reducing the overall number of communications and the related print and postage costs

By reimagining content from the perspective of the investor based on investor research, client feedback, and innovative design, firms have a unique opportunity to provide value to investors and advisors while reducing costs, increasing NPS, and improving the investor-advisor relationship.