Client PortalThis will be the core technology we'll use together. It will be where most planning is done, how we will share documents, and will have all your accounts in one place.CapitectThis is where you will go to see your investment performance. Capitect will also have billing invoices if you pay this way.Calendly SchedulingThis is where you can schedule calls or meetings with me anytime you want. This will minimize the back and forth emails trying to find a time. Simply contact me if there isn't a time that works well for you.TD AmeritradeThis is where you can access account statements, as well as see all transactions. TD Ameritrade acts as a third-party custodian of your assets.Advice PayThis is where you can manage your payments if you do not pay from your investment accounts.
