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 quarterly performance results.
If you need assistance logging into Client View, please contact our office.
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. Through account aggregation, 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.
If you need assistance logging into SpectrumCFO™, please contact our office.