As a firm, we strive to bring clients the highest level of service. One way we are doing this is with an updated Client Portal and Mobile App. The functionality of both services remains the same, but there will be some noticeable changes.
This new update means graphics, analytics, and document sharing are streamlined, creating a straightforward user experience. The login page for the Portal will remain on our website.
The images below give you a sneak peek at what to look for in your app store but needless to say, we think it looks great!
If you are a client and have any questions or need help with the Mobile App or Client Portal, please feel free to reach out any time.
Disclosure: Emerald Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.