Our digital solutions are designed to be customized to your individual needs, whether a summary view of your wealth at a glance or a detailed scenario analysis at the portfolio or position level.
Monitor your wealth easily through tailored dashboards that illustrate key information, including asset allocation, total return, market value and unrealized gain and loss
Access your information anytime, anywhere, through your laptop, tablet or mobile phone
Securely store documents and performance reports to easily and safely communicate important information with your wealth advisor
Safeguard your data through multi-factor authentication and e-signature
View all asset classes including cash, public and private investments, direct investments, real estate and other assets for a more comprehensive look at your wealth
Access your personal financial plan, including cashflow management and “what-if” scenarios to ensure you stay on track
Analyze the impact of active tax management with tax transition, harvesting and withdrawal analytics
Incorporate advanced risk metrics in addition to traditional return analysis to evaluate investment strategies
We are industry veterans who are experienced at building holistic financial plans for families and their wealth.
