The True Measure

When your client list includes savvy and smart folks, you need savvy and smart tools at your fingertips. The Advisor Center provides you with the information you need-when you need it.

Make Your Philanthropy Services Stand Out

With Advisor Center, you can offer current and potential high-wealth clients the most complete wealth management services available. Plus, you can strengthen client relationships with valuable insight from Impact Portfolios and Reports.

Help Clients Help Themselves

With the Impact Portfolio generated by Advisor Center, you can print, email, and share information about your clients' philanthropy activity any time, any where.

Better Information Makes for Better Decisions

Annual Reports-are so last year. Leverage accurate and detailed data in real-time from Advisor Center to guide your clients in making smart, informed decisions.

See the Impact, Know the Results

If a picture is worth a thousand words, a picture from the field is easily worth 2,000 words. Show your clients real results from the field with Impact Reports, and restore their confidence in giving.

A Gift With Long-Term ROI

Offer your clients the unique opportunity to give their favorite nonprofit a Newdea Capacity Grant, which will fund the license fee for Newdea's software. By improving the nonprofit's effectiveness and efficiency, Capacity Grants create a long-term ROI.

An Advisor Center to Match Your Brand

You can custom brand Advisor Center to mirror your organization's other materials. It'll be seamless - and impressive.