BerganKDV recently launched a mobile premium app for wealth management clients to have real-time access to all facets of their portfolio and financial plan in partnership with Envestnet | Tamarac, a leading provider of integrated wealth management technology.
“This gives our clients seamless on-the-go access to their investment account information,” said Matt Cosgriff, Wealth Management Solutions Leader, “Gone are the days of keeping track of multiple portals to track your financial health and wealth. This automation of our business processes frees up our advisors to better consult with clients about what is truly important, planning for the future.”
The online portal was launched with clients last winter with features that include:
- Seamless access to investment account information across multiple platforms.
- Single sign-on integration with BerganKDV’s wealth management financial planning software, eMoney, for integrated access to information regarding a client’s most important goals, as well as budgeting and spending information.
- Robust document storage allowing clients to store digital copies of important documents (i.e. wills, insurance policies, etc.) in a secure vault.
- The ability for clients to easily and securely share documents with their wealth advisor.
With the addition of the app this fall, clients are able to access their information from their mobile device, check how they are tracking with their financial goals and request cash directly from the app which is available from Google Play and Apple platforms.
BerganKDV’s wealth management team offers a full suite of services including financial planning, tax planning, investment strategies, risk management and insurance, and estate and trust planning. BerganKDV Wealth Management, LLC was nationally ranked as a top 150 Registered Investment Advisor firm in January 2017 with more than $1.3 billion in assets under management by Financial Planning, a leading publication for independent financial advisers.
A Registered Investment Advisor is defined by the Securities and Exchange Commission as an individual or a firm that is in the business of giving advice about securities. Registered Investment Advisors have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients’ best interests.
