Virtual Tools for Clients

Track performance of your account over various time periods.

Wealthscape Investor is Fidelity’s workstation allows you to view real-time account values,  download statements and tax documents, and deposit checks. App available through the app store or google play.

Orion Portfolio Solutions helps advisors manage your investment account through powerful technology, flexible investment options, and accessible services. Accounts managed through Orion Portfolio Solutions are held with TD Ameritrade.

Our planning portal for clients. Right Capital provides you with a real-time, on-demand financial experience through setting budgets and tracking financial goals, aggregating investment and banking accounts, and advanced financial planning tools.

Important Tax and Regulatory Information. Your resource to find regulatory and supplemental information from National Financial Services LLC (NFS).

Zoom offers a way to maintain face-to-face meetings virtually through video conferencing via a secure link as well as dial-in options for phone calls. Ability to share screens with clients and record meetings if needed. Free version with option to upgrade.