ACG Introduces Client Portal for Private Wealth Clients
ACG is excited to announce the launch of a brand new online client portal. This tool, available to all private wealth clients of ACG, will enable investors to interact with ACG and with their portfolios like never before. Clients will now have the opportunity to log in to view their holdings, asset allocation and investment performance through an easy-to-navigate interface. The online portal also offers a secure document storage feature; clients will be able to share documents back and forth with ACG, and they can also use the document storage for the safekeeping of personal documents—wills, estate documents, etc.—without saving files on their local hard drives. The client portal is the latest benefit made available for clients as a result of ACG’s partnership with Orion Advisor Services.
Not an ACG client but interested in learning more? Contact us here.
— Posted on June 28, 2018 at 4:07 pm by Jaimee Bernard