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YOUR PERSONAL WEALTH MANAGEMENT PLATFORM

YOUR PERSONAL WEALTH MANAGEMENT PLATFORM

Provides a complete view of your investment holdings and transactions, along with a variety of performance and evaluation reporting.

Client Login

STRATEGIC WEALTH PARTNERS CLIENT ACCESS

ORGANIZER

Connect all your accounts for a consolidated view of your entire financial picture.

INVESTMENTS

Interactive charts and detailed views help monitor all your accounts.

SCREEN SHARING

Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

VAULT

Safely store your most important financial documents, accessible 24/7.

TRACK SPENDING

Know how much you’re spending, and where.

BUDGETING TOOLS

Set budgets to help reach your savings goals.

MOBILE

A complete financial picture available on your smart phone.

GOALS

See if you’re on target to reach your most important goals.

MOBILE SETUP

MOBILE SETUP

Self-registration

Our team will send you a link once you become a client to complete the self-registration process for your Personal Financial Website.

Confirmation Email

Using your smart phone to access your email, click on the URL provided. Before logging on, add or save the link to your smart phone’s Home Screen.

Logging In

The first time you log on, enter the same Username and Password you use to access your full Personal Financial Website. After this initial logon, you’ll be prompted to register your device and create a 4-digit PIN for easier access in the future.

GET IN TOUCH

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It’s our honor to walk along side this life with you, from the basics of foundational financial plans to our full concierge team approach, we are ready and listening to help you achieve your life and legacy goals. Use the get in touch form to schedule a free consultation.

15455 Dallas Parkway
Suite 1200 Addison, TX 75001

Office: (972) 361-3800
Email: Ryan.rayburn@lfg.com