Most client portals answer one question, which is what the client’s investments are worth today. The harder question is what a client actually owns, across providers and wrappers and including the things a platform never sees, and then who decides how much of that the client gets to look at. The Wealthcraft investor portal is built around the second question. It publishes what the firm already holds in Wealthcraft, and what the client sees is governed account by account by the firm.