Technology for Clients

Have peace of mind on the go with the modern technology Wiser Wealth has for clients to easily utilize.

Wiser Client Portal

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

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.

MoneyGuidePro

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.
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RiskAlyze

We use RiskAlyze questionnaires to assess and analyze client's risk tolerance levels based on a variety of factors and scenarios. The software will generate a risk number that we can use to align a client's portfolio with their risk level and financial goals.
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Flightpath

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

Have peace of mind on the go with the new Wiser Wealth App. Available on Android and iPhone.

YOUR INVESTMENT HUB

Manage your portfolio and organize your finances from the palm of your hand with a streamlined and customized experience.

STAY UP TO DATE

Analyze your investment performance with easily accessible reports.

HELP AT YOUR FINGERTIPS

Easily get in touch with the Wiser Wealth Management team through the app.

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Read. Watch. Listen.

Keeping you informed on important financial topics related to personal finance, investing, and more!

Financial Education

The Wiser team discusses a different financial topic each week.

A Wiser Retirement Podcast

On our podcast, we talk about retirement planning, tax planning, investment management, insurance, and estate planning.
LISTEN ANYWHERE PODCASTS ARE FOUND

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678-905-4450[email protected]
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