Below are links to the third-party services that we use to track, manage, and plan for our clients. Underneath the link, we’ve provided a short description of what information you’ll find behind these links. If you need a reminder of your login and/or password, please call us at 303-666-6292.
Access to Shareholders Service Group monthly statements, trade confirms, and tax reports (1099s).
Access to the quarterly custom reports detailing asset allocation, performance, and holdings details.
Access to eMoney’s client portal with budgeting and expense tracking software, held-away accounts, and client vault.