•Mobile App
•Real time Values
•Cost Basis
•Tax Documents
•Statements
•Transactions
•Money Movement
•Open/Close Accounts
•Form eApproval
•Mobile App
•KB Report Distribution
•Online Secure Storage
•Values as of Previous Market Close
•Historical Data Since Inception
•Performance & Asset Allocation Reports
•Data Exporting Available
•Online Secure Storage
•Financial Planning Reports
•Account Aggregation
•Net Worth Statement
•Budgeting & Spending Tracking (Private or Shared)
•Single Sign on to Tamarac
•Household Asset Allocation Summary Reporting