Change in Your Pocket
At Hill Investment Group, we are proud to deliver best-in-class investment reporting to our clients each quarter. Having had experience with reporting writing software, this is no easy task.
As our clients know, our reports clearly illustrate the vital signs every investor should know – fees, returns and asset allocation. Well, we’ve decided that’s not enough. Late last year, we began experimenting with a new tool that will bring all your wealth into the palm of your hand.
So, now you can securely see your real estate holdings, banking assets, and private assets on the web or your phone. Check out the video below.
I’m making personal calls to our clients about the tool, but please let me know if you would like your access accelerated. And, be sure to ask me about the ability to run a formatted personal financial statement as of any date with the click of a few buttons.