Our digital experience is built on modern wealth management tools, providing you with transparent access to your full financial picture. We give you the ability to monitor and manage your wealth on a secure, customized platform with personalized dashboards and detailed reporting.
We believe that exceptional financial advice requires advanced technology and a personalized approach. Our digital experience empowers you to make informed decisions with confidence. Whether you seek an at-a-glance overview of your assets or an in-depth analysis of your financial plan, you will always have clear, accurate, and up-to-date information right at your fingertips.
Personalized Dashboards
Access a customized dashboard that gives you a clear snapshot of your wealth–anywhere, anytime. Track your investments, your wealth plan, and your documents in one easy-to-understand interface.
Investment Monitoring
See your investments your way: track your asset allocation, monitor your investment performance, and understand your portfolio risks.
Your Wealth Plan
Track your progress towards your life’s goals. Review your assets, liabilities, income, and expenses all in one place. Visualize “what-if” scenarios to better understand how different decisions might impact your financial future.
Document Vault
Store and share your documents securely–including tax returns, portfolio statements, insurance policies, wills, and estate and trust documents. Ensure seamless communication with your advisor.
Security You Can Trust
Enjoy peace of mind: know your financial information is always secure and accessible. We use multi-factor authentication and encryption to keep your data protected at all times. And we offer you access to your data from any device – laptop, tablet, or smartphone.
Our technology team works in close collaboration with our wealth advisors to build a seamless and integrated experience for you.
Our technology is delivered by experienced professionals who bring together best practices and deep expertise from their backgrounds in boutique wealth management firms, family offices, investment management, and technology companies.
We continuously refine and enhance your digital experience, always maintaining the highest standards of security and privacy to protect your most valuable information.
Robertson Stephens has built a comprehensive wealth management solution to deepen the advisor-client relationship and tailor it to our sophisticated clients.
Chief Operating Officer
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455 Market Street
Suite 1450
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
