InTrust Advisors announced that they have rolled out the ModestSpark portfolio monitoring, performance and communication platform to its clients.
According to Jeff Diercks, Managing Director, “ModestSpark provides an integrated wealth reporting, document management and digital service platform for our clients that integrates with our existing portfolio management system.”
He went on to say “ModestSpark is very visual, integrated and powerful. It allows our clients to view their account and performance information on the go and from any desktop, handheld or mobile device.”
“We are very excited to roll out this client reporting enhancement. This is just the first of two client portals we will be releasing in Q1 2016.”