Client Portal 2017-03-26T19:47:44+00:00

Client Portal

Apex Financial Advisors is pleased to provide you with access to your own secure financial web portal.

This portal allows you to manage and view all of financial information in one place. The net results is all of your accounts and financial information is available in an organized and consolidated view with values and market changes updated daily.

A secure cloud based vault is available for all of your important documents: These can include all legal documents, tax returns, property titles, birth certificates, passports, drivers’ licenses and all other pdf manageable documents. In the event of an emergency or life changing event this vault makes all document instantly accessible.

Please watch our introduction video to better understand our portal.

To understand the security of the portal please click to watch the video below.

All information is protected by SunGard which is considered to be the premier cloud based storage company.

Additionally this service allows Apex to evaluate your assets, perform cash flow analysis and review asset allocation. Estate planning is also much easier to track and tax planning becomes much less time consuming.