Technology for Clients

For portfolio management clients, the Wiser Portal allows clients to view quarterly statements, portfolio performance, run reports and securely upload documents to our firm.

For portfolio management clients, the Wiser Portal is also available as a mobile app for on-the-go access to quarterly statements, view portfolio performance and run reports.

Financial Planning clients now have access to their financial plan anytime through MoneyGuidePro with their online portal. To set up online access, please contact us. If you already have online access, please select the link below.

We use Hidden Levers to assess a client’s risk capacity, tolerance and composure using a variety of questions, factors and scenarios. The software will generate a risk number that we can then use to align our client’s portfolio with their risk level and financial goals.

For hourly financial planning clients, our Flightpath platform powered by Betterment Securities gives you online access to your investment and retirement accounts through the web and their mobile app.