Our eWorth Client Portal system provides our clients with their own highly secure, personalized website, which provides numerous benefits:
- Consolidated investment accounts so clients are able to view their entire asset allocation
- Investment accounts update in real time so clients can view their entire updated net worth, including all assets and liabilities
- Budgetary software included so you are capable of itemizing your expenses and track your monthly spending
- Allows you to connect your credit cards & airline miles so you can track each
- Dozens of reports & calculators for additional analysis at your fingertips
- Here are some demonstrations of the site:
The Vault
- Our eWorth Client Portal system also includes your own personal vault, an electronic storage facility where you can:
- Store important documents, including your legal documents, investment statements, tax returns
- Store your passport in the case of international travel & avoid the rigors of losing your passport