Tag: Tech News
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.
Our clients know that one of our goals is to make the experience with our firm special. With that in mind, we are making significant improvements in 2016!
In January, our clients will see a brand new reporting platform with the latest technology. We are excited to provide convenient online quarterly reporting and interactive account snapshots in a format that saves paper and is more secure than your mailbox.
IS THERE ANYTHING TO DO NOW?
The Hill Investment Group App is ready for our clients to download on smart phones or tablets (available for both iOS and Android devices). Just click these links or search “Hill Investment Group” in the app store on your mobile devices. We’ll be in touch with clients in the next few weeks to get you logged in for the first time.