The CPS Investment Advisors Client Portal app offers a comprehensive suite of benefits to help clients manage their finances efficiently and communicate effectively with their financial advisors. Key features include enabling users to put their plans into action by quickly opening and funding investment accounts, running "what-if" scenarios, and updating their risk tolerance assessments and financial goals.
Furthermore, users can view and manage their full financial picture by connecting their financial accounts, tracking investment performance, and monitoring their balance sheets. The app also helps users stay up-to-date and informed with on-demand reports, email and text notifications, and access to video updates.
Lastly, the app ensures seamless collaboration with a team and financial advisors through web-chat and screen sharing, secure document storage and sharing, and staying organized with action steps.
Furthermore, users can view and manage their full financial picture by connecting their financial accounts, tracking investment performance, and monitoring their balance sheets. The app also helps users stay up-to-date and informed with on-demand reports, email and text notifications, and access to video updates.
Lastly, the app ensures seamless collaboration with a team and financial advisors through web-chat and screen sharing, secure document storage and sharing, and staying organized with action steps.
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