Broker Check

Simplifying Our Clients' Lives: 5 Ways Landmark Portal Enhances Financial Management

April 16, 2024

At Landmark, we prioritize simplifying our clients' lives through comprehensive financial planning services. One of the key tools we offer to achieve this goal is our Landmark portal, designed to help clients organize and manage their financial information efficiently.

Here are five ways our clients use our portal to simplify their lives:

  1. Consolidated Investment Tracking: Clients can easily view the current values of their investment portfolios and all other accounts in a single, convenient location.
  2. Secure Document Storage and Sharing: Our portal enables clients to store and share important documents such as estate plans and tax returns securely, providing peace of mind knowing their sensitive information is protected.
  3. Advanced Performance Reporting: Clients have access to advanced performance reporting data, including rate of return, current holdings, and asset allocation of their Fidelity managed accounts, empowering them to make informed financial decisions.
  4. Seamless Advisor Communication: Through the portal's "My Advisor" page, clients can message their advisor, schedule meetings, and quickly navigate to the Landmark website for additional resources and information.
  5. Confidential Document Transfer: Our portal ensures safe and secure transmission of confidential documents to the Landmark Wealth Management Team, facilitating efficient collaboration and communication.

To learn more about how our Landmark portal can simplify your financial life, schedule a complimentary visit with a Landmark Wealth Advisor today:

We're here to help simplify your financial journey and help you achieve financial peace of mind.

Authors:

Todd Gillingham, CFP®, ChFC®, CLU®, JD
Partner & Wealth Advisor

Jake Kutche
Client Service Associate