Private clients have access to two secure portals to review their financial information. Access is granted depending on the services being delivered.
Managed Accounts Portal:
Clients who invest in privately managed accounts gain access to our Managed Accounts Portal which provides account reports, portfolio reviews, asset allocation, and performance.
Investment Consulting Portal:
Our Investment Consulting Portal provides access to details including aggregated outside accounts, assets, liabilities, income, expenses and detailed financial forecasts.