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Updates to the Wealth Management Portal

Guided Wealth
By: Guided Wealth
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On August 22, we released an update to your Wealth Management portal. We know your life is busy, so we’re making it even easier to see the financial information that’s most important to you.

Here’s what’s changing on your end of the system:

  • modern and streamlined homepage that places real-time account, budget, and goal tracking information front and center.
  • New goal tracking tools that will allow you to analyze and monitor the progress of your financial goals in real time.

And in an effort to streamline your user experience, we are removing a few features from the site, including:

  • The Tour Guide Video
  • Mobile Set-up Tile
  • Awards Manager

Additionally, a new "bell" Alert icon will replace the Alert bar notification.

Check out a sneak peek of the redesigned homepage and new Goals tab.

Note that existing accounts, documents and reports on your website will not be affected by this update. I hope you're as excited as we are about the new features! Please let us know if you have any questions.

Still Haven't Signed Up For Access?

If you still don't have access to your wealth managment portal, please let us know and we'll be happy to get you setup.  It doesn't cost anything to create an account, and by taking the time to aggreagate your entire financial life, you'll be able to significantly improve your plan for the future.  


Wealth Management Portal