Client Enabling Technology
Secure, high-tech tools designed to give you 24/7 transparency and control over your financial world.
Digital Management
Client Portal & 360 Wealth:
A unified view of your entire net worth, accessible via web or the mobile app.
Seamless Transactions:
Online transfers, direct deposits, and e-Bill functionality.
Market Intelligence:
Direct access to proprietary Baird Market Research.
Security & Communication
Secure Document Exchange:
Encrypted email and a secure DocExchange for sensitive files.
Flexible Delivery:
Electronic signatures and eco-friendly e-Delivery for all statements and reports.
Identity Protection:
Built-in monitoring to identify and prevent potential theft.