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National Financial Services

Wealthscape Investor

A secure web and mobile app, allows clients free online access to their National Financial Services account data, including historical statements, order status, trade confirmations, and tax documents.  Additionally they may use included calculators, set up personal watch lists, and access basic market research.   

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TD Ameritrade

ORION Client Portfolio Solutions

A secure web and mobile app that gives you access to clear and accessible investment information through a fully branded portal.

  • Investment Accounts: clients can see a quick overview of their portfolio, or drill down to view account holdings by asset class or mandate.
  • Reports: clients can find and review statements, as well as access a list of templated reports that can be run for additional clarity into their portfolio performance and transaction details.
  • Ample service resources: clients can access your contact information and their regional service team’s details.

Increase client engagement with the ability to automate notifications and communications based on pre-determined triggers, such as:

  • RMD deadlines
  • Account activity
  • Trade notifications
  • Personal anniversaries, like birthdays
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Our Values

eMoney

A secure web and mobile app that consolidates all your financial accounts into a single view.

  • Connect and see all your financial accounts in a single view
  • View your net worth, balance sheet and much more
  • Track your spending and manage your budget
  • Easily locate Charity donations, education expenses, etc., and download information for your Tax Planner
  • Upload and store important documents and access them from anywhere there is a secure internet connection
    • Tax Returns
    • Driver's License
    • Passports
    • Social Security Number, etc

 

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