Client Portals

Client Portals

Performance Metrics and Net Worth

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 performance metrics ranging from total portfolio return, to projected cash flows to asset class performance. We are now able to report on all assets in our NEW Net Worth area including stock options, real estate, private direct investments and more…

Performance Dashboard

Total return metrics on all assets

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Net Worth Dashboard

Reporting on all assets, liabilities and cashflows (eMoney)

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