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AdviceWorks

AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us—whether you’re at home, at work, or on the go.

This innovative digital platform delivers a powerful combination of clarity, collaboration, and security, allowing you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in.

NetXInvestor

Within NetXinvestor, you are able to view your account information as well as documents that pertain to your brokerage account such as statements, trade confirmations and tax documents. This is also where you access BillSuite, which enables you to view, pay and manage your bills online. BillSuite is available for all accounts that have check-writing privileges at no additional cost. Contact us if you’d like to learn more about this feature.

Albridge

This is a state-of-the-art financial tool allowing clients to see a complete view of holdings and transactions in their accounts, along with performance reporting. This service is made available to clients at no additional cost as a part of the firm’s ongoing commitment to providing comprehensive financial services.

My Advice Architect on Envestnet

This is a powerful tool allowing clients to access Quarterly Performance Reports, On-Demand Reports, Billing Statements and Overview Reports for their investment accounts on the MAA platform.

Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites
provided here, you are leaving this website. We make no representation as to the completeness or accuracy of
information provided at these websites. Nor is the company liable for any direct or indirect technical or
system issues or any consequences arising out of your access to or your use of third-party technologies,
websites, information or programs made available through this website. When you access one of these
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