See the Brinker Capital Difference
For 30 years, Brinker Capital has built a community of financial advisors that deliver better outcomes for their clients. We enhance this community through our commitment to working with advisors who are experiencing rapid growth and are looking for a more personalized level of service and offering technology support that helps advisors do better business – while we take care of the rest.
See a more complete financial
picture with One Wealth Life
Imagine an online tool specifically personalized for your clients that allows you to efficiently build proposals that align with your client’s goals and give you access to the world’s leading money managers all in one platform. It’s time to skip the paper and give your clients a modern account opening experience.
Introducing One Wealth Life, an intuitive web experience designed to help investors see their wealth landscape from a new perspective. View your investment portfolio, including transactions and performance, link other financial accounts, securely upload and access documents, and view personalized reports, anytime, from anywhere.
Here’s a quick overview video of this new technology experience.
Contact your client service representative to learn more.