Client Access
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.
Ready to get started?
Book a call with our team.