Client Portal Enhancements Tutorial

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

Mike Minter

Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike 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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About Mike Minter

Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike 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