Finsyn Logo White

Are we right for you?

The Blog

Weekly insights on the markets, economy, and financial planning

Client Portal Enhancements Tutorial

  • August 23, 2016
  • Mike Minter

 

Recently there were some enhancements made to your client portal. We’ve incorporated these into a new client view that we think will improve your online experience. Hopefully it gives you a clearer picture of your investment portfolio.

We’ve put together a video tutorial that walks you through the enhancements to your client portal view. Please view the video below:

 

Please do not hesitate to contact us should you have any additional questions or recommendations.

Recent Posts

Subscribe to Our Blog

Sign up to receive weekly articles on the markets, economy, and financial planning.
*Your email will be kept completely private.
Mike Minter

Shareholder | Chief Investment Officer

View Profile

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

footer logo
Facebook Linkedin Twitter Youtube
partner logos
Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Schedule a Consultation
Financial Advisor Houston, TX 4400 Post Oak Pkwy #200 Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

Legal

Quick Links

Highlights

General Footer
Facebook Linkedin Twitter Youtube
© 2024 Financial Synergies Wealth Advisors. All Rights Reserved. Site development: Midstream Marketing
Test Home
Are We Right For You?
Blog
Call
Contact
Login

Download Your Free Guide

Fill out the form below for instant access