HolisticView

HolisticView provides a clear and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holding, performance, cost basis, projected income, and more.
KEY FEATURES:

View portfolios in real time

Simplified reporting and access

Sync held-away accounts

Accessible from anywhere

Secure messaging with your Advisor

Store financial documents in a secure, digital vault