Client Portals

Client Portals

Performance Dashboard

Powerful performance metrics ranging from total portfolio return, to projected cash flows to asset class performance.

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Net Worth Dashboard

Reporting on all assets, including stock options, real estate, private direct investments, liabilities and cashflows (eMoney).

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We’re committed to providing the latest in state-of-the-art investment reporting tools for our clients. Our portals are secure read-only dashboards with powerful analytics to keep you informed and in touch with your assets.