Client
[vc_row_inner padding_top=”0px” padding_bottom=”0px” border=”none”][vc_column_inner width=”1/1″ fade_animation=”in” fade_animation_offset=”45px”]
Free Planning Tools
Tracking your spending and net worth
Client Portfolio Login
View your investment accounts for simple financial tracking and securely share e-documents. (Set-up Time – 5 to 10 minutes)
Client Questionnaire
Gather information as a new client and update information during annual review meetings. (Set-up Time – 30 to 45 minutes)
Access a 4 minute tutorial here
Financial Plan Login
Review your personal financial plan
Custodian Login
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 Reporting
Enhanced investment performance reporting. This is traditionally used by clients looking for a more detailed review of their investment portfolio managed by Atlas Financial.
Additional Client Information
Compliance
Atlas Financial Form ADV Part 2