Client Access

 

Wealth Portal
http://wealth.yourreason.com

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Reason Financial provides you a holistic view of your overall net worth via a single password to see their customizable dashboard that pulls together all of their accounts and updates them on a daily basis via our powerful account aggregation engines.

This Intelligent Aggregation includes data feeds and links to over 20,000 different institutions through multi-tiered data sources. Data is enriched through the proprietary rules-based processes for aggregation source, continuous refresh providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.

 

ShareFile
https://www.sharefile.com/

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The Simple, Secure Way to Collaborate
Simplify sharing for your team and clients.

Click. Tap. Share. That’s how simple it is for you, to share large files with confidence. No downloads, no plugins, no problems