Kestra Holdings announced Wednesday the launch of a client portal experience for its affiliated advisors powered by Addepar, a data and artificial intelligence platform.
The new performance reporting and client portal platform, dubbed the Kestra Investor Solution, will come with "elevated levels of technology and service support" for advisors and their end-investor clients, according to the announcement.
Key features of this new solution include a unified, transparent view of client wealth that aggregates portfolio, market and client data across brokerage, advisory, direct business, alternatives and held-away assets.
Likewise, the platform delivers advanced portfolio analytics and a "next-generation" digital experience via a white-labeled online portal and mobile app.
Vinay Kant, chief digital technology officer at Kestra Holdings, said in a statement that the introduction of Kestra Investor Solutions underscores the firm's focus on building "a future‑ready digital ecosystem that helps advisors deliver a more connected, transparent and engaging experience for their clients."
Peter O'Brien, chief revenue officer of Addepar, said that partnering with Kestra represents a meaningful opportunity to support more advisors at scale.
"Together, we're raising the industry standard — empowering advisors to deliver better advice and stronger client outcomes," O'Brien said.
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