I'm a believer in providing you with multiple options when you need to view information on your investments, so I'm excited to announce the upcoming launch of our web portal and mobile smartphone app.
Neither are required, but both will give clients the opportunity to view and download statements, run performance calculations, track benchmarks, and view planning documents. This ensures that everything is always within reach and gives you the opportunity to keep a close eye on our progress.
Stay tuned. I'll be in touch in the coming weeks to to get you logged in for the first time.