Client Portal

Document Vault

A secure tool for us to exchange files and documents. This is also where we maintain meticulous organization of all your financial records.

A mobile app is available by searching for "Citrix Files" in your app store.

Financial Planning

Get a comprehensive view of your entire net worth and financial plan, updated daily, with full mobile access.

Monitor the progress of your goals, cash flow, budget, investments, and more in a single location.

Investments

Streamlined and informative view of your entire investment portfolio managed by Precedent. Updated daily, and includes access to investment details, statements, tax reporting documents, and more.

A mobile app is available.

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