AGGREGATION & WEALTH REPORTING
Our consolidated wealth reporting service allows our clients to view all accounts through ONE secure portal, irrespective of custodian if we are the appointed advisor/representative.
Through an easy-to-use dashboard interface, you can access household, account and security-level performance information on demand, for any period.
Successful investing requires certain behavioral attributes. Investing typically does not go in a straight line and equities can be particularly volatile. We have seen our consolidated wealth reporting service help clients stay focused on their strategic return trajectory while avoiding concerns about near term volatility. Seeing a graph that shows 3 steps up and 1 step down as an example, can help contextualize the investment journey when experiencing the 1 step down. Benchmarks are included to provide a reference.
Access to our wealth aggregation portal requires a time sensitive invitation, so please contact us to initiate the process. Once registered, you will receive quarterly notifications that your peformance report is ready to be viewed
The reporting engine is provided by Albridge™, an affiliate of the Bank of New York Mellon Corporation who collect the data from thousands of financial institutions.
The Information contained in these reports is collected from sources believed to be reliable. However, you should always rely on your statements received directly from product sponsors as the accuracy and completeness of the information is not guaranteed. In the event of any discrepancy, the sponsor's valuation prevails.
We believe this portal provides a powerful tool to help track your portfolio, see the big picture, the context of time and benchmarks to provide a meaningful insight inyour your investment journey. Under CLIENT LOGIN, select the WEALTH AGGREGATION AND RETURNS link.
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