Welcome to our Client Portal System. Here you can view all of your important records and documents safely, securely and with easy 24/7 access.
You will find useful tools, including a dynamic single-page snapshot of your entire financial situation. Now, instead of the endless stacks of files, with your own Personal Portal you can view your entire financial picture in one place.
The Client Portal is our dedicated client communications system. It’s a secure alternative to e-mail and provides you with a secure place to communicate and collaborate with us. With a FocusYOU Personal Financial Portal, you will never need to hunt down documents or rifle through mountains of paper, because it’s all right here.
Features include:
- The Personal Vault: Our convenient online file cabinet where you can store your important documents in an environment secured by the same encryption technology used by the National Security Agency (NSA).
- Secures all of your documents when they are stored, uploaded and downloaded.
- Enables you to collaborate with others, such as your attorney and tax advisor.
- To-Do Manager: Tracks the progress of outstanding and completed financial tasks.
- Allows you to assign tasks to others with whom you collaborate, including us.
- Retains the full history of all discussions about any specific task.
- Planning Reports: Helps you maintain a big picture view of your wealth and retains PDF copies of account statements and reports, many automatically.
- The Calendar: Shows your upcoming appointments with us.
- And much more.
To learn more about the power of our Personal Financial Portal and Vault Systems, view the videos below:
| Benefits of Our Personal Financial Portal System |
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Utilizing Our Firm's Online Vault |
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For a walk-through of what your Personal Portal could look like, call us at either 650.684.1199 or 707.282.3700 or
send us a message.
