Tag: client portal
Even though it’s no longer the new year, when “fresh start” resolutions are top of mind, there’s never a bad time to do some good organizing. For that, we are pleased to share this post about Hill Investment Group’s fully mobile client portal.
What’s a portal? I’m glad you asked. Think of it as a cross between a filing cabinet, safety deposit box and personal assistant, rolled together to ensure that everything contributing to your financial life is securely stashed, and readily accessible – whenever you may need it from wherever you may go.
Here’s a short preview to see what we mean.
I know. There are a lot of gadgets out there. It can be hard to imagine how liberating a well-built financial portal can be if you’ve never used one.
Fortunately, we’ve done the due diligence for you, and have selected an innovative tool that combines user-friendly form with powerful function. We’re not just talking about accessing your investment accounts. Think, too: bank accounts and retirement plans, credit cards and collectibles, home interests and insurance policies, payments due and dollars received, financial goals assigned and achieved, emergency paperwork and more … together at last.
The more complicated your financial life becomes, the more critical it is to have a solid portal – your secure, dependable doorway to your financial interests.
PS: It doesn’t hurt to have a wealth manager on board as well, to help you act on the many possibilities that more organized living can reveal. That’s what we’re here for! Email email@example.com with questions or to get set up.