Atria Wealth Solutions Unveils Upgraded Client Portal

Wealth Management

May 14, 2019

Private equity-backed Atria Wealth Solutions is officially launching a new client portal, called Clear 1, according to an announcement made by the company. The new portal is part of a movement by the company to bring a more goals-based focus to the 300,000 end-clients who will be on the platform, said Eugene Elias, chief operating officer and founding partner of the firm. Atria launched in 2017 and recently acquired NEXT Financial Group.

“The core mission of Clear 1 is to provide the clients of our advisors with an experience that is truly meaningful, useful and impactful to them,” Elias said in a statement. “It is an extension of their advisor and another means to deliver the value of advice in a way that clients have come to expect.”

Client expectations for advisor communication have certainly changed from the days of emails and quarterly reports. Features on the client portal will eventually include the ability for a client to message via text, and even videochat, with his or her advisor.

Continue reading