Broker Check is our financial planning software that is customized to your objectives, priorities and values. The platform integrates financial planning and wealth management. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. Exclusively for our clients, delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location.

Please click on the link below, if you have a user ID and password, to view your account information on-line; otherwise, please click the video for a short demonstration.

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