Broker Check

Introducing: Client Portal

How It Works

This tool finally gives us the chance to offer something many of our clients have been requesting for a long time – a personal financial website including mobile access. This Client Portal, which is both private and secure, can be used by clients to track and update their complete financial picture in one place.
With the Client Portal, clients can:

  • See real time balances on all of their financial accounts;
  • Track their budget and spending habits;
  • Safely and securely store documents that they can access remotely; and
  • Communicate and share information with Kemp Harvest that is more protected than even encrypted email.

This new technology will help us to be more interactive with our clients, allowing us to more quickly and easily compare and evaluate different financial scenarios. This will work hand-in-hand with additional financial planning and reporting tools clients will see during their appointments.

Finally, as we excitedly announce this change, let us remind you of one thing that will never change: our desire to serve you, our valued clients. We look forward to seeing you at your next appointment!