Client Portal & Mobile App
Access a secure, intuitive financial dashboard of your finances and investments.Performance Reporting Portal
Enhance your financial journey with cutting-edge performance reporting at your fingertips.In today’s increasingly digital world, it’s never been more important to deliver an engaging online experience to our clients. More investors of all ages are now using cloud software and mobile apps to access their financial information.
We are proud to offer clients access to our Envestnet Tamarac client performance reporting software and easy-to-use mobile app as a part of our ongoing commitment to provide an educational and engaging experience for our clients.
The portal and mobile app offer a dashboard that gives clients a complete picture of their finances, including all their assets, liabilities, 401(k), and other held-away accounts. Clients can also access all of their up-to-date performance information quickly and securely and view an intuitive live financial dashboard of their finances, document vault, and interactive reports.
Overview of Client Portal:
Features:
- An interactive dashboard that shows you your complete financial picture.
- Up-to-date dynamic, goals-based reports with current investment information.
- Secure document vault for reviewing files from your financial advisor.
- An overview of your advisory team with contact information for streamlined communication.
- Ability to quickly link and aggregate outside accounts for a holistic view of assets and liabilities.
Access up-to-date performance information quickly and securely.
We are pleased to offer clients access to the Tamarac portal through our Mission Wealth app, a mobile application that supports iPhone and Android devices.
This app provides intuitive financial dashboard of your finances, document vault, and interactive reports – all in a secure and easy to use mobile app.
Personal Financial Wellness Tools
Our app includes budgeting tools that use transaction data to automatically display budget categories for our clients and suggest budget amounts based on their historical transaction data. These capabilities can automatically track our client’s spending by category and sends notifications to help them stay on target.Features:
- Create a budget and gain insight into spending behaviors.
- View high level categories for income, spending, and bills.
- Review historical data to educate yourself on what you are spending and saving in each category.
- View flexible spending to indicate where you could be tracking against a goal.
- Obtain notifications of when you are near a budget or over it.
