Your Investments
  • Daily performance calculations on ALL accounts
  • Dynamic visuals help you see your investments
  • BIG picture analysis and drill down details
  • Tracks every penny in and out of your accounts
  • Stores account statements and tax documents
New Features

– Fact Sheets available for each investment

– Portfolio Insight launched, better visuals

– Custodial statements and tax documents included


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Your Financial Plan
  • Organize everything! Live data feeds
  • Cash, debt, investments, insurance, estate plans
  • Automatically track spending and net worth
  • Visualize long term plans
  • Compare strategies and make decisions
New Features

– New API allows more stable data feeds.

– Updated client portal look and feel.


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