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Investment Portal

Monitor your account performance, holdings, and activity. 

Log into investor portal

Planning Portal

Monitor your personal financial goals. 

Log into planning portal

Why separate portals?  While today's financial technology offers a broad range of support features, the best platforms specialize in either investor or planning support.  At Next Level we cater to elevated expectations. While a single technology platform would be convenient, we have chosen to work with separate, high quality solutions that allow us to facilitate a higher standard of care. 

The investment portal powered by eWealthmanager and provides information needed to prudently monitor your investments, including:

  • Account performance
  • Account balance
  • Account holdings and asset allocation 
  • Portfolio and individual account information 

The planning portal is powered by RightCapital and allows you to analyze your needs and monitor progress towards your personal financial goals, including:

  • Balance sheet 
  • Basic investment information including holdings and current asset allocation  
  • Retirement analysis showing probability of reaching goals
  • Estate, education, and insurance analysis