FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Client Portal Enhancements Tutorial


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.

Mike Minter

As Chief Investment Officer, Mike directs the overall investment strategy, develops portfolio allocations, oversees trading and rebalancing, and conducts research and analysis. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).   Read Mike’s Profile HereRead More Articles by Mike

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