At Level Financial Advisors, one of our primary goals is to create efficient and valuable communication between you and your planning team. That is why we strive to implement a seamless software interface that you a can interact with on your computer, tablet, or mobile phone. Here is a brief review of the 4 Key Tools available to our clients as part of our technology stack: 1 - Client portal – The connection hub between you and your advisor What can it do? Review your portfolio allocation and performance. Review your required minimum distribution amount and what’s remaining for the year. Download portfolio reports such as performance and beneficiary statements. Review your retirement plan through MoneyGuide. Schedule a meeting with your advisor through Calendly. Retrieve Schwab custodial statements and tax reports. Download your Quarterly Reports. Link your Sharefile account to retrieve documents with one login (see below). Aggregate your “held-away” assets that are...
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