Secure File Transfer
Client Portfolio Login
View your investment accounts for simple financial tracking and securely share e-documents. (Set-up Time – 5 to 10 minutes)
Financial Plan Login
Review your personal financial plan
Third party custodian login. Access your monthly custodian statements.
A third party custodian maintains a separation of duties between the investment advisor and the entity that safeguards your investment holdings.
Enhanced investment performance reporting. This is traditionally used by clients looking for a more detailed review of their investment portfolio managed by Atlas Financial.