5 Federal Street,
We are here for you so you have more time to spend doing what is most important to you. However, if you wish to know something and for any reason don’t want to call or email us, we want to make it easy for you to have access to your plan, information and tools.
Here is access to the online tools we use in our planning process. Each tool requires its own user ID and password.
Secure Document Storage
For exchanging and storing you private documents securely.
Mercanix is the developer of an app called Mot-R, which is a plug into NetDocuments that streamlines the uploading process and tracks what is outstanding.
Account and Performance Statements, custom reporting, transactions, holdings and fees
Axos Liberty Platform
For checking on your performance more than quarterly or for specific periods of time. Contact us, we are happy to create the reports for you too.
First Ascent maintains Journey’s clients investment models. They use a platform called Orion to perform trades and provide you with the enhanced performance reporting.
Knudge provides timely action item reminders and a shared to-do-list to keep everyone on the same page.