What can ACG’s Client Portal Do For You?
ACG’s client portal provides an intuitive and robust platform through which clients can remain engaged with their portfolios. In addition to hosting an easy to navigate dashboard that demonstrates balances, investment holdings and performance, the client portal allows clients to bring in data from other financial institutions so that they can view everything from their mortgage to their credit card balance right alongside the investment portfolio managed by ACG. The portal also contains a cloud based document vault that clients can use to store important documents for safekeeping. Everything a client needs to stay up to date with their financial lives can be found in ACG’s client portal, found at the top right of this page, as well as an app downloadable in the Apple and Google Play stores.