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:
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!