Offit Advisors offers several financial tools to our proACTION(SM) Planning clients including:

 
 

A tool to help you view all of your investment accounts in one place, and see performance reporting.

A tool for clients investing on the FIWS platform to see statements, tax statements, and transactions.

A tool for clients investing on the Assetmark platform to see performance reporting, statements, tax statements, and transactions.

A tool for clients to link all of your accounts in one place (investment accounts, insurance policies, bank accounts, mortgages, loans, credit cards, etc.), track your net worth, track your spending, review your financial plan with Offit Advisors, review next steps and tasks in your planning process, and also store any important financial documents in the Vault.

 

Not yet registered? Questions about any of the uses or access to these tools? Please call our office at (410) 600-PLAN or email us at office@offitadvisors.com for help.

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