As a client of Spectrum Management Group, by selecting any of the links below, 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 below, 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.
Client View is an online portal to view the status of your financial accounts. You are able to see the current status of your investments, while having access to reports detailing asset allocation, holdings, capital flows, market data, realized gains/losses, transactions, and performance results.
SpectrumCFO™ is a web-based wealth management system that serves as a collective view of your entire financial structure — from accounts we manage to accounts held at other institutions. SpectrumCFO™ is designed to collect, track and report your financial activities allowing us to effectively and efficiently manage our relationship bringing accountability to you on demand. Your portal functions as a virtual vault storing important documents such as estate documents, tax returns, deeds and insurance policies for easy access 24 hours a day.
ShareFile functions as a secure portal for sending and receiving confidential information.