Information on the performance of your investments is accessible on-demand via a tool called Advyzon, which is available through your computer or an app. We also provide quarterly investment performance reports of your portfolio. These reports contain details on what investments were added or altered and the impact of each change.
Financial planning reports and projections are also available on demand through our Personal Wealth Manager tool, powered by eMoney Advisor. It’s accessible from your computer.
Quarterly, we provide a single-page action plan and financial projections that detail completed tasks, tasks in progress, and outcomes.