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 "ShareFile" 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.
Mobile app "SEI Connect".
©
Precedent Financial Strategies.
All rights reserved.
Precedent Financial Strategies.
All rights reserved.