As part of our commitment to bringing you quality expertise, planning and service, StrategicPoint is always looking to enhance our capabilities. To better serve our clients, we are excited to announce that we will be launching a new client portal in the coming weeks!
The portal will provide updated account values, performance and fund holding information for your investments. It will be replacing our current portfolio reporting site.
StrategicPoint has been impressed with our new portal’s capabilities and are confident that you will be pleased with the new, updated functionality and ease of use that it provides. Shortly after launch, we will have an app offered to clients that will be available for both iPhone and android users.
Once the portal is live, we will notify you on how to access your accounts. Until you hear from us in a separate announcement that the new portal has been launched, there is nothing you need to do. At any point in the process if you have any questions, please do not hesitate to call us.
As always, we thank you for the privilege of being your financial advisor.
The information contained in this post is not intended as investment, tax or legal advice. StrategicPoint Investment Advisors assumes no responsibility for any action or inaction resulting from the contents herein. Derek’s opinions and comments expressed on this site are his own and may not accurately reflect those of the firm. Third party content does not reflect the view of the firm and is not reviewed for completeness or accuracy. It is provided for ease of reference.