The Gemini Performance Portal and Private Client Vault is available exclusively to Clients of Martin D Parlato and Assoc., Inc., dba Lighthouse Retirement.
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Fully Integrated with your Personal Brokerage Accounts including Interactive Brokers, Charles Schwab, Goldman Sachs and Nationwide.
Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• And more!
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Fully Integrated with your Personal Brokerage Accounts including Interactive Brokers, Charles Schwab, Goldman Sachs and Nationwide.
Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• And more!
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