CLIENT LOGIN
Log in to SpectrumCFO™
SpectrumCFO™ is a web-based wealth management system that serves as a holistic view of your entire financial structure, with features and benefits such as:
- Account aggregation collects, tracks, and reports your financial activities, including assets held at other institutions.
- You can monitor your spending in real time, create targets to measure activity, and set up alerts to empower efficient decision-making.
- Your Spectrum team is notified when a threshold is exceeded, so that we can be proactive in the management of your wealth.
Log in to ClientView
This online portal provides instant access to your investment accounts at any time, from any device, with features and benefits such as:
- Simple process to view the status of your accounts and investments.
- Reports detailing asset allocation, holdings, capital flows, market data, realized gains/losses, transactions and performance results.
Login to ShareFile
Your virtual vault stores essential files such as estate documents, tax returns, deeds and insurance policies. It is a convenient financial organization tool that combines data security with easy 24/7 access.
As a client of Spectrum Wealth Management, by selecting any of the links above, I elect to participate in the password-protected access to an unaffiliated third party website and acknowledge leaving Spectrum’s website. I understand that accessing the third party site will allow me to review certain investment-related information published by unaffiliated third parties.
Using the links above, I understand that this page on our website allows our clients access to information relative to their specific accounts. I also recognize that the third party provider will assign me a personal password. I agree not to share my password with any other person. Furthermore, I release and hold Spectrum harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure. If you need assistance logging in, please call our office at 317.663.5600.
