Our Private Client Group Platform enables total integration of all elements of a client's estate plan. Our advisors adhere to a mandate to actively manage a client's plan so as an estate grows, the integrity of the plan is maintained and wealth preservation objectives are met. This connectivity to a client's plan helps support an indelible client relationship.
Our clients have a single, secure access point to their estate plan, wills, trusts, deeds, real estate holdings, insurance policies, and tax documents that can be reviewed and printed with a single click of a button at any time. Their estate plan is accessible, organized and continually updated, including real time changes in account values.
We invite you to experience our web-based Private Client Group Platform by clicking on our online demonstration . Some of the value added features you will experience include:
- Investment account aggregation
- Personal financial statements on-demand
- Personal vault/unlimited uploads
- Client profile data
- Cursory review
- Client dashboard
- Live estate planning
- Comparative reports
- Collaboration capability
- 24/7 web-based access
- Real time alerts