Investor Portal

Easy Access to Your Investment Portfolio

Our Investor Portal includes an easy-to-read Dashboard to summarize all your investments. It’s designed to keep complex investment information simple and organized. 

Understand Your Investments’ Assets

You can bring your investments to life with access to detailed information. Understanding asset details will give you a more tangible investment experience and help you have more informed discussions with our team.

Organize Documents in One Secure Place

Paper documents need more security, can get lost, and are challenging to share safely with CPAs and other financial managers. Important investment documents are organized and stored in the Investor Portal, backed by state-of-the-art data security.

Real-Time Investment Performance

It’s crucial to have real-time visibility of your investments’ progress. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with high-level data and details.