MODESTSPARK

Modestspark is entirely cloud-based, powered by one of the world's largest providers of cloud computing resources. Your data will be stored in your choice of either a U.S. or Canadian-based data center... Modestspark integrates directly into the Portfolio Accounting systems you already use, giving you one streamlined tech-stack to simplify your business and engage your clients... An intuitive client portal that accepts data from nearly any portfolio accounting system, empowering wealth managers and investment advisors to provide their clients with a branded digital dashboard. Securely share documents and visualize performance and asset data about your clients' portfolios.

Primary location: Jacksonville United States